SFC
USRT icon

SYM Financial Corp’s iShares Core US REIT ETF USRT Stock Holding History

SYM Financial Corp’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
2025
Q4 		– Sell
-45
Closed -$2.64K – 457
2025
Q3 		$2.64K Sell
45
-93
-67% -$5.34K ﹤0.01% 404
2025
Q2 		$7.8K Sell
138
-230
-63% -$12.9K ﹤0.01% 404
2025
Q1 		$21.2K Buy
368
+44
+14% +$2.55K ﹤0.01% 329
2024
Q4 		$18.6K Buy
+324
New +$19.5K ﹤0.01% 304

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TCOT
Trust Company of Tennessee Knoxville, Tennessee $572M AUM 19.47% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
HFS
Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return
DCM
Disciplina Capital Management Nashville, Tennessee $968M AUM 12.13% 1-Year Est. Return

SYM Financial Corp's USRT Position: Q4 2025 in Review

SYM Financial Corp sold out of iShares Core US REIT ETF (USRT) in Q4 2025, closing a stake of 45 shares — an estimated $2.64K sold.

SYM Financial Corp first reported a position in USRT in Q4 2024 and held it in 4 quarters. The position peaked at $21.2K in Q1 2025. 393 funds tracked by Wall St. Rank hold USRT as of Q4 2025.

  • SYM Financial Corp reported no remaining iShares Core US REIT ETF position as of Q4 2025 after selling out during the quarter.
  • SYM Financial Corp sold 45 iShares Core US REIT ETF shares in Q4 2025, an estimated $2.64K.
  • SYM Financial Corp first reported a position in iShares Core US REIT ETF in Q4 2024 and held it in 4 quarters.
  • SYM Financial Corp's iShares Core US REIT ETF position peaked at $21.2K in Q1 2025.
  • 393 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q4 2025.

Based on SYM Financial Corp's 13F filing for Q4 2025, filed 13 Feb 2026.