SMI Advisory Services’s iShares Core US REIT ETF USRT Stock Holding History

SMI Advisory Services’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	$25.3M	Buy	+377,626	New	+$24.3M	4.1%	5
2025 Q1	–	Sell	-66,025	Closed	-$3.69M	–	62
2024 Q4	$3.69M	Sell	66,025 -66,239	-50%	-$3.98M	0.85%	23
2024 Q3	$7.97M	Buy	132,264 +91,818	+227%	+$5.36M	1.76%	16
2024 Q2	$2.17M	Sell	40,446 -72,011	-64%	-$3.74M	0.54%	27
2024 Q1	$6.04M	Buy	+112,457	New	+$5.96M	1.7%	16

Other funds holding USRT

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return

Envision Financial Brookfield, Wisconsin $217M AUM 17.78% 1-Year Est. Return

Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return