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

Strategic Wealth 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	$3.26K	Hold	49	–	–	﹤0.01%	1134
2026 Q1	$2.9K	Hold	49	–	–	﹤0.01%	1123
2025 Q4	$2.79K	Hold	49	–	–	﹤0.01%	1155
2025 Q3	$2.88K	Sell	49 -65	-57%	-$3.73K	﹤0.01%	1129
2025 Q2	$6.45K	Buy	+114	New	+$6.39K	﹤0.01%	862
2020 Q3	–	Sell	-15,600	Closed	-$678K	–	165
2020 Q2	$678K	Buy	+15,600	New	+$654K	0.35%	77
2019 Q4	–	Sell	-876	Closed	-$20.3K	–	482
2019 Q3	$20.3K	Sell	876 -1,038	-54%	-$55.8K	0.1%	115
2019 Q2	$99K	Sell	1,914 -2,592	-58%	-$135K	0.05%	182
2019 Q1	$234K	Sell	4,506 -181	-4%	-$8.97K	0.11%	131
2018 Q4	$221K	Buy	4,687 +3,985	+568%	+$189K	0.11%	123
2018 Q3	$34K	Hold	702	–	–	0.02%	267
2018 Q2	$35K	Sell	702 -13	-2%	-$606	0.02%	295
2018 Q1	$32K	Buy	715 +480	+204%	+$22K	0.02%	292
2017 Q4	$12K	Buy	+235	New	+$11.7K	0.01%	452

Other funds holding USRT

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Strategic Wealth Partners's USRT Position: Q2 2026 in Review

Strategic Wealth Partners held its iShares Core US REIT ETF (USRT) position steady in Q2 2026 at 49 shares worth $3.26K. The position accounts for ﹤0.01% of the portfolio, ranked #1134.

Strategic Wealth Partners first reported a position in USRT in Q4 2017 and has held it in 14 quarters since. The position peaked at $678K in Q2 2020. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

Strategic Wealth Partners held 49 shares of iShares Core US REIT ETF worth $3.26K as of Q2 2026.
Strategic Wealth Partners left its iShares Core US REIT ETF share count unchanged in Q2 2026.
iShares Core US REIT ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #1134 holding.
Strategic Wealth Partners first reported a position in iShares Core US REIT ETF in Q4 2017 and has held it in 14 quarters since.
Strategic Wealth Partners's iShares Core US REIT ETF position peaked at $678K in Q2 2020.
442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.