Silverlake Wealth Management’s iShares Core US REIT ETF USRT Stock Holding History

Silverlake Wealth Management’s Portfolio USRT Stock Details USRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$252K	Buy	4,093 +26	+0.6%	+$1.72K	0.05%	334
2026 Q2	$270K	Sell	4,067 -189	-4%	-$12.2K	0.05%	319
2026 Q1	$252K	Sell	4,256 -87	-2%	-$5.23K	0.05%	317
2025 Q4	$247K	Sell	4,343 -654	-13%	-$37.9K	0.06%	303
2025 Q3	$293K	Sell	4,997 -8,696	-64%	-$499K	0.07%	266
2025 Q2	$774K	Buy	+13,693	New	+$768K	0.23%	126

Other funds holding USRT

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

TCOT

Trust Company of Tennessee Knoxville, Tennessee $565M AUM 11.71% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Disciplina Capital Management Nashville, Tennessee $1.03B AUM 5.68% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Silverlake Wealth Management's USRT Position: Q3 2026 in Review

Silverlake Wealth Management increased its iShares Core US REIT ETF (USRT) stake by 0.64% in Q3 2026, buying an estimated $1.72K and bringing the position to 4,093 shares worth $252K. The position accounts for 0.05% of the portfolio, ranked #334.

Silverlake Wealth Management first reported a position in USRT in Q2 2025 and has held it in 6 quarters since. The position peaked at $774K in Q2 2025. 319 funds tracked by Wall St. Rank hold USRT as of Q3 2026.

Silverlake Wealth Management held 4,093 shares of iShares Core US REIT ETF worth $252K as of Q3 2026.
Silverlake Wealth Management bought 26 iShares Core US REIT ETF shares in Q3 2026, an estimated $1.72K.
iShares Core US REIT ETF made up 0.05% of Silverlake Wealth Management's portfolio in Q3 2026, its #334 holding.
Silverlake Wealth Management first reported a position in iShares Core US REIT ETF in Q2 2025 and has held it in 6 quarters since.
Silverlake Wealth Management's iShares Core US REIT ETF position peaked at $774K in Q2 2025.
319 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2026.

Based on Silverlake Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.