VT
USRT icon

Vise Technologies’s iShares Core US REIT ETF USRT Stock Holding History

Vise Technologies’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 		$1.94M Sell
29,218
-1,515
-5% -$97.6K 0.02% 552
2026
Q1 		$1.75M Hold
30,733
– – 0.03% 412
2025
Q4 		$1.75M Buy
30,733
+7,400
+32% +$429K 0.03% 413
2025
Q3 		$1.37M Sell
23,333
-19,839
-46% -$1.14M 0.05% 345
2025
Q2 		$2.44M Buy
+43,172
New +$2.42M 0.1% 214
2024
Q4 		$1.24M Buy
21,671
+1,139
+6% +$68.5K 0.1% 206
2024
Q3 		$1.26M Sell
20,532
-2,647
-11% -$155K 0.16% 131
2024
Q2 		$1.24M Buy
23,179
+5,169
+29% +$268K 0.22% 95
2024
Q1 		$969K Buy
18,010
+886
+5% +$46.9K 0.19% 112
2023
Q4 		$930K Sell
17,124
-12,569
-42% -$615K 0.2% 118
2023
Q3 		$1.4M Buy
29,693
+2,558
+9% +$131K 0.34% 76
2023
Q2 		$1.4M Buy
27,135
+6,689
+33% +$335K 0.34% 73
2023
Q1 		$1.03M Buy
20,446
+2,690
+15% +$139K 0.27% 84
2022
Q4 		$878K Buy
17,756
+6,904
+64% +$342K 0.27% 89
2022
Q3 		$515K Buy
10,852
+4,987
+85% +$275K 0.19% 120
2022
Q2 		$313K Buy
+5,865
New +$345K 0.12% 190

Other funds holding USRT

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TCOT
Trust Company of Tennessee Knoxville, Tennessee $572M AUM 19.47% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Vise Technologies's USRT Position: Q2 2026 in Review

Vise Technologies reduced its iShares Core US REIT ETF (USRT) stake by 4.9% in Q2 2026, selling an estimated $97.6K and leaving 29,218 shares worth $1.94M. The position accounts for 0.02% of the portfolio, ranked #552.

Vise Technologies first reported a position in USRT in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.44M in Q2 2025. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Vise Technologies held 29,218 shares of iShares Core US REIT ETF worth $1.94M as of Q2 2026.
  • Vise Technologies sold 1,515 iShares Core US REIT ETF shares in Q2 2026, an estimated $97.6K.
  • iShares Core US REIT ETF made up 0.02% of Vise Technologies's portfolio in Q2 2026, its #552 holding.
  • Vise Technologies first reported a position in iShares Core US REIT ETF in Q2 2022 and has held it in 16 quarters since.
  • Vise Technologies's iShares Core US REIT ETF position peaked at $2.44M in Q2 2025.
  • 442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.