VERITY Wealth Advisors’s iShares Core US REIT ETF USRT Stock Holding History

VERITY Wealth Advisors’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	$398K	Hold	5,996	–	–	0.24%	57
2026 Q1	$355K	Hold	5,996	–	–	0.24%	62
2025 Q4	$342K	Hold	5,996	–	–	0.21%	66
2025 Q3	$352K	Hold	5,996	–	–	0.22%	63
2025 Q2	$339K	Hold	5,996	–	–	0.23%	65
2025 Q1	$345K	Hold	5,996	–	–	0.26%	58
2024 Q4	$344K	Hold	5,996	–	–	0.25%	60
2024 Q3	$369K	Hold	5,996	–	–	0.26%	61
2024 Q2	$321K	Hold	5,996	–	–	0.24%	62
2024 Q1	$323K	Buy	5,996 +2,199	+58%	+$116K	0.25%	63
2023 Q4	$206K	Buy	+3,797	New	+$186K	0.18%	69

Other funds holding USRT

MWM

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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

WAP

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

VERITY Wealth Advisors's USRT Position: Q2 2026 in Review

VERITY Wealth Advisors held its iShares Core US REIT ETF (USRT) position steady in Q2 2026 at 5,996 shares worth $398K. The position accounts for 0.24% of the portfolio, ranked #57.

VERITY Wealth Advisors first reported a position in USRT in Q4 2023 and has held it in 11 quarters since. 103 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

VERITY Wealth Advisors held 5,996 shares of iShares Core US REIT ETF worth $398K as of Q2 2026.
VERITY Wealth Advisors left its iShares Core US REIT ETF share count unchanged in Q2 2026.
iShares Core US REIT ETF made up 0.24% of VERITY Wealth Advisors's portfolio in Q2 2026, its #57 holding.
VERITY Wealth Advisors first reported a position in iShares Core US REIT ETF in Q4 2023 and has held it in 11 quarters since.
103 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on VERITY Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.