SIS
USRT icon

Sound Income Strategies’s iShares Core US REIT ETF USRT Stock Holding History

Sound Income Strategies’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 		– Sell
-251
Closed -$14.9K – 2300
2026
Q1 		$14.9K Buy
251
+230
+1,095% +$13.8K ﹤0.01% 1316
2025
Q4 		$1.25K Hold
21
– – ﹤0.01% 2243
2025
Q3 		$1.21K Hold
21
– – ﹤0.01% 1422
2025
Q2 		$1.19K Hold
21
– – ﹤0.01% 1341
2025
Q1 		$1.21K Hold
21
– – ﹤0.01% 1317
2024
Q4 		$1.2K Hold
21
– – ﹤0.01% 1256
2024
Q3 		$1.29K Sell
21
-5
-19% -$292 ﹤0.01% 1207
2024
Q2 		$1.41K Sell
26
-107
-80% -$5.55K ﹤0.01% 1154
2024
Q1 		$7.13K Sell
133
-27
-17% -$1.43K ﹤0.01% 834
2023
Q4 		$8.71K Buy
160
+139
+662% +$6.8K ﹤0.01% 769
2023
Q3 		$991 Hold
21
– – ﹤0.01% 1002
2023
Q2 		$1.08K Hold
21
– – ﹤0.01% 966
2023
Q1 		$1.06K Hold
21
– – ﹤0.01% 926
2022
Q4 		$1.04K Buy
+21
New +$1.04K ﹤0.01% 855

Other funds holding USRT

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
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
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
DCM
Disciplina Capital Management Nashville, Tennessee $968M AUM 12.13% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Sound Income Strategies's USRT Position: Q2 2026 in Review

Sound Income Strategies sold out of iShares Core US REIT ETF (USRT) in Q2 2026, closing a stake of 251 shares — an estimated $14.9K sold.

Sound Income Strategies first reported a position in USRT in Q4 2022 and held it in 14 quarters. The position peaked at $14.9K in Q1 2026. 349 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Sound Income Strategies reported no remaining iShares Core US REIT ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 251 iShares Core US REIT ETF shares in Q2 2026, an estimated $14.9K.
  • Sound Income Strategies first reported a position in iShares Core US REIT ETF in Q4 2022 and held it in 14 quarters.
  • Sound Income Strategies's iShares Core US REIT ETF position peaked at $14.9K in Q1 2026.
  • 349 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.