SWM
USRT icon

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
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

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TCOT
Trust Company of Tennessee Knoxville, Tennessee $572M AUM 19.47% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Silverlake Wealth Management's USRT Position: Q2 2026 in Review

Silverlake Wealth Management reduced its iShares Core US REIT ETF (USRT) stake by 4.4% in Q2 2026, selling an estimated $12.2K and leaving 4,067 shares worth $270K. The position accounts for 0.05% of the portfolio, ranked #319.

Silverlake Wealth Management first reported a position in USRT in Q2 2025 and has held it in 5 quarters since. The position peaked at $774K in Q2 2025. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Silverlake Wealth Management held 4,067 shares of iShares Core US REIT ETF worth $270K as of Q2 2026.
  • Silverlake Wealth Management sold 189 iShares Core US REIT ETF shares in Q2 2026, an estimated $12.2K.
  • iShares Core US REIT ETF made up 0.05% of Silverlake Wealth Management's portfolio in Q2 2026, its #319 holding.
  • Silverlake Wealth Management first reported a position in iShares Core US REIT ETF in Q2 2025 and has held it in 5 quarters since.
  • Silverlake Wealth Management's iShares Core US REIT ETF position peaked at $774K in Q2 2025.
  • 442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Silverlake Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.