Upper Left Wealth Management’s iShares Core US REIT ETF USRT Stock Holding History

Upper Left Wealth Management’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 Q3	$422K	Hold	6,856	–	–	0.22%	54
2026 Q2	$456K	Sell	6,856 -161	-2%	-$10.4K	0.25%	56
2026 Q1	$415K	Sell	7,017 -28	-0.4%	-$1.68K	0.25%	55
2025 Q4	$401K	Buy	7,045 +2,266	+47%	+$131K	0.24%	53
2025 Q3	$281K	Sell	4,779 -7	-0.1%	-$402	0.18%	58
2025 Q2	$271K	Hold	4,786	–	–	0.18%	58
2025 Q1	$276K	Hold	4,786	–	–	0.2%	56
2024 Q4	$274K	Sell	4,786 -52	-1%	-$3.13K	0.23%	55
2024 Q3	$293K	Sell	4,838 -26	-0.5%	-$1.52K	0.26%	54
2024 Q2	$261K	Sell	4,864 -6	-0.1%	-$311	0.24%	57
2024 Q1	$262K	Sell	4,870 -626	-11%	-$33.2K	0.24%	56
2023 Q4	$298K	Buy	5,496 +432	+9%	+$21.1K	0.29%	59
2023 Q3	$239K	Buy	+5,064	New	+$259K	0.25%	57

Other funds holding USRT

TCOT

Trust Company of Tennessee Knoxville, Tennessee $565M AUM 11.71% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

FTA

Financial & Tax Architects St Louis, Missouri $486M AUM 10.48% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MLFP

MPS Loria Financial Planners Burr Ridge, Illinois $527M AUM 17.98% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

MWP

Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return

FDS

Freedom Day Solutions Houston, Texas $455M AUM 16.82% 1-Year Est. Return

Upper Left Wealth Management's USRT Position: Q3 2026 in Review

Upper Left Wealth Management held its iShares Core US REIT ETF (USRT) position steady in Q3 2026 at 6,856 shares worth $422K. The position accounts for 0.22% of the portfolio, ranked #54.

Upper Left Wealth Management first reported a position in USRT in Q3 2023 and has held it in 13 quarters since. The position peaked at $456K in Q2 2026. 102 funds tracked by Wall St. Rank hold USRT as of Q3 2026.

Upper Left Wealth Management held 6,856 shares of iShares Core US REIT ETF worth $422K as of Q3 2026.
Upper Left Wealth Management left its iShares Core US REIT ETF share count unchanged in Q3 2026.
iShares Core US REIT ETF made up 0.22% of Upper Left Wealth Management's portfolio in Q3 2026, its #54 holding.
Upper Left Wealth Management first reported a position in iShares Core US REIT ETF in Q3 2023 and has held it in 13 quarters since.
Upper Left Wealth Management's iShares Core US REIT ETF position peaked at $456K in Q2 2026.
102 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2026.

Based on Upper Left Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.