VC
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Veracity Capital’s iShares Core US REIT ETF USRT Stock Holding History

Veracity Capital’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 		$202K Sell
3,038
-2,804
-48% -$181K 0.05% 217
2026
Q1 		$346K Buy
5,842
+265
+5% +$15.9K 0.12% 158
2025
Q4 		$318K Buy
5,577
+461
+9% +$26.7K 0.09% 192
2025
Q3 		$300K Buy
5,116
+516
+11% +$29.6K 0.1% 197
2025
Q2 		$260K Buy
+4,600
New +$258K 0.09% 203
2024
Q4 		– Sell
-3,350
Closed -$206K – 235
2024
Q3 		$206K Buy
+3,350
New +$196K 0.08% 199
2024
Q2 		– Sell
-4,724
Closed -$254K – 213
2024
Q1 		$254K Sell
4,724
-676
-13% -$35.8K 0.1% 182
2023
Q4 		$293K Buy
5,400
+784
+17% +$38.3K 0.12% 157
2023
Q3 		$218K Sell
4,616
-1,324
-22% -$67.8K 0.1% 179
2023
Q2 		$305K Sell
5,940
-111,434
-95% -$5.58M 0.13% 156
2023
Q1 		$5.92M Buy
117,374
+28,880
+33% +$1.5M 2.73% 5
2022
Q4 		$4.38M Buy
88,494
+764
+0.9% +$37.9K 2.1% 7
2022
Q3 		$4.17M Buy
87,730
+17,163
+24% +$945K 2.27% 7
2022
Q2 		$3.77M Buy
70,567
+2,791
+4% +$164K 2.01% 8
2022
Q1 		$4.38M Sell
67,776
-14,222
-17% -$893K 1.82% 9
2021
Q4 		$5.54M Buy
81,998
+8,170
+11% +$520K 2.22% 7
2021
Q3 		$4.33M Buy
73,828
+10,665
+17% +$649K 1.86% 10
2021
Q2 		$3.69M Buy
+63,163
New +$3.58M 0.85% 24

Other funds holding USRT

AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

Veracity Capital's USRT Position: Q2 2026 in Review

Veracity Capital reduced its iShares Core US REIT ETF (USRT) stake by 48% in Q2 2026, selling an estimated $181K and leaving 3,038 shares worth $202K. The position accounts for 0.05% of the portfolio, ranked #217.

Veracity Capital first reported a position in USRT in Q2 2021 and has held it in 18 quarters since. The position peaked at $5.92M in Q1 2023. 107 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Veracity Capital held 3,038 shares of iShares Core US REIT ETF worth $202K as of Q2 2026.
  • Veracity Capital sold 2,804 iShares Core US REIT ETF shares in Q2 2026, an estimated $181K.
  • iShares Core US REIT ETF made up 0.05% of Veracity Capital's portfolio in Q2 2026, its #217 holding.
  • Veracity Capital first reported a position in iShares Core US REIT ETF in Q2 2021 and has held it in 18 quarters since.
  • Veracity Capital's iShares Core US REIT ETF position peaked at $5.92M in Q1 2023.
  • 107 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Veracity Capital's 13F filing for Q2 2026, filed 13 Jul 2026.