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

VestGen 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 Q3	$4.58M	Buy	74,296 +19,809	+36%	+$1.31M	0.14%	147
2026 Q2	$3.62M	Buy	54,487 +15,576	+40%	+$1M	0.11%	194
2026 Q1	$2.54M	Buy	38,911 +19,984	+106%	+$1.2M	0.07%	257
2025 Q4	$1.08M	Buy	18,927 +700	+4%	+$40.5K	0.05%	348
2025 Q3	$1.07M	Buy	18,227 +6,252	+52%	+$359K	0.04%	359
2025 Q2	$677K	Sell	11,975 -5,281	-31%	-$296K	0.03%	380
2025 Q1	$994K	Buy	+17,256	New	+$999K	0.05%	307

Other funds holding USRT

TCOT

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

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Blueprint Investment Partners Greensboro, North Carolina $1.24B AUM 24.95% 1-Year Est. Return

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

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

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

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

93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return

VestGen Advisors's USRT Position: Q3 2026 in Review

VestGen Advisors increased its iShares Core US REIT ETF (USRT) stake by 36% in Q3 2026, buying an estimated $1.31M and bringing the position to 74,296 shares worth $4.58M. The position accounts for 0.14% of the portfolio, ranked #147.

VestGen Advisors first reported a position in USRT in Q1 2025 and has held it in 7 quarters since. 212 funds tracked by Wall St. Rank hold USRT as of Q3 2026.

VestGen Advisors held 74,296 shares of iShares Core US REIT ETF worth $4.58M as of Q3 2026.
VestGen Advisors bought 19,809 iShares Core US REIT ETF shares in Q3 2026, an estimated $1.31M.
iShares Core US REIT ETF made up 0.14% of VestGen Advisors's portfolio in Q3 2026, its #147 holding.
VestGen Advisors first reported a position in iShares Core US REIT ETF in Q1 2025 and has held it in 7 quarters since.
212 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2026.

Based on VestGen Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.