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Strategic Advisory Partners’s iShares Core US REIT ETF USRT Stock Holding History

Strategic Advisory Partners’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
-987
Closed -$58.4K – 88
2026
Q1 		$58.4K Buy
+987
New +$59.3K 0.05% 58

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TCOT
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SC
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Strategic Advisory Partners's USRT Position: Q2 2026 in Review

Strategic Advisory Partners sold out of iShares Core US REIT ETF (USRT) in Q2 2026, closing a stake of 987 shares — an estimated $58.4K sold.

Strategic Advisory Partners first reported a position in USRT in Q1 2026 and held it in 1 quarter. The position peaked at $58.4K in Q1 2026. 438 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Strategic Advisory Partners reported no remaining iShares Core US REIT ETF position as of Q2 2026 after selling out during the quarter.
  • Strategic Advisory Partners sold 987 iShares Core US REIT ETF shares in Q2 2026, an estimated $58.4K.
  • Strategic Advisory Partners first reported a position in iShares Core US REIT ETF in Q1 2026 and held it in 1 quarter.
  • Strategic Advisory Partners's iShares Core US REIT ETF position peaked at $58.4K in Q1 2026.
  • 438 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Strategic Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.