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 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

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

SAS

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

SRSA

S.R. Schill & Associates Mercer Island, Washington $166M AUM 17.84% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Upper Left Wealth Management's USRT Position: Q2 2026 in Review

Upper Left Wealth Management reduced its iShares Core US REIT ETF (USRT) stake by 2.3% in Q2 2026, selling an estimated $10.4K and leaving 6,856 shares worth $456K. The position accounts for 0.25% of the portfolio, ranked #56.

Upper Left Wealth Management first reported a position in USRT in Q3 2023 and has held it in 12 quarters since. 83 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

Upper Left Wealth Management held 6,856 shares of iShares Core US REIT ETF worth $456K as of Q2 2026.
Upper Left Wealth Management sold 161 iShares Core US REIT ETF shares in Q2 2026, an estimated $10.4K.
iShares Core US REIT ETF made up 0.25% of Upper Left Wealth Management's portfolio in Q2 2026, its #56 holding.
Upper Left Wealth Management first reported a position in iShares Core US REIT ETF in Q3 2023 and has held it in 12 quarters since.
83 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Upper Left Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.