SMI Advisory Services’s iShares Core US REIT ETF USRT Stock Holding History
Bought
Maintained
Sold
Other funds holding USRT
GT
TCOT
SC
SMI Advisory Services's USRT Position: Q2 2026 in Review
SMI Advisory Services opened a new position in iShares Core US REIT ETF (USRT) in Q2 2026: 377,626 shares worth $25.3M. The stake represents 4.1% of the portfolio and ranks #5 among its holdings. This is a return to the name: SMI Advisory Services previously reported a position in USRT as recently as Q4 2024.
SMI Advisory Services first reported a position in USRT in Q1 2024 and has held it in 5 quarters since. 440 funds tracked by Wall St. Rank hold USRT as of Q2 2026.
- SMI Advisory Services held 377,626 shares of iShares Core US REIT ETF worth $25.3M as of Q2 2026.
- iShares Core US REIT ETF was a new SMI Advisory Services position in Q2 2026.
- iShares Core US REIT ETF made up 4.1% of SMI Advisory Services's portfolio in Q2 2026, its #5 holding.
- SMI Advisory Services first reported a position in iShares Core US REIT ETF in Q1 2024 and has held it in 5 quarters since.
- 440 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.
Based on SMI Advisory Services's 13F filing for Q2 2026, filed 9 Jul 2026.