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

Visionary 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 		$4.45M Sell
66,953
-10,840
-14% -$698K 0.18% 131
2026
Q1 		$4.6M Buy
77,793
+2,038
+3% +$122K 0.2% 122
2025
Q4 		$4.32M Sell
75,755
-2,689
-3% -$156K 0.19% 126
2025
Q3 		$4.61M Buy
78,444
+4,714
+6% +$271K 0.21% 111
2025
Q2 		$4.17M Buy
73,730
+669
+0.9% +$37.5K 0.21% 114
2025
Q1 		$4.21M Buy
73,061
+1,144
+2% +$66.3K 0.25% 105
2024
Q4 		$4.12M Sell
71,917
-391
-0.5% -$23.5K 0.24% 108
2024
Q3 		$4.45M Sell
72,308
-366
-0.5% -$21.4K 0.27% 96
2024
Q2 		$3.89M Buy
72,674
+2,970
+4% +$154K 0.25% 101
2024
Q1 		$3.75M Sell
69,704
-1,555
-2% -$82.4K 0.25% 108
2023
Q4 		$3.87M Buy
71,259
+2,439
+4% +$119K 0.28% 98
2023
Q3 		$3.25M Buy
68,820
+619
+0.9% +$31.7K 0.26% 103
2023
Q2 		$3.51M Buy
68,201
+669
+1% +$33.5K 0.28% 96
2023
Q1 		$3.4M Sell
67,532
-8,494
-11% -$440K 0.29% 91
2022
Q4 		$3.76M Sell
76,026
-130
-0.2% -$6.44K 0.35% 81
2022
Q3 		$3.62M Sell
76,156
-4,407
-5% -$243K 0.38% 72
2022
Q2 		$4.3M Buy
80,563
+6,131
+8% +$361K 0.39% 71
2022
Q1 		$4.81M Buy
+74,432
New +$4.67M 0.39% 70

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

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

Visionary Wealth Advisors reduced its iShares Core US REIT ETF (USRT) stake by 14% in Q2 2026, selling an estimated $698K and leaving 66,953 shares worth $4.45M. The position accounts for 0.18% of the portfolio, ranked #131.

Visionary Wealth Advisors first reported a position in USRT in Q1 2022 and has held it in 18 quarters since. The position peaked at $4.81M in Q1 2022. 440 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Visionary Wealth Advisors held 66,953 shares of iShares Core US REIT ETF worth $4.45M as of Q2 2026.
  • Visionary Wealth Advisors sold 10,840 iShares Core US REIT ETF shares in Q2 2026, an estimated $698K.
  • iShares Core US REIT ETF made up 0.18% of Visionary Wealth Advisors's portfolio in Q2 2026, its #131 holding.
  • Visionary Wealth Advisors first reported a position in iShares Core US REIT ETF in Q1 2022 and has held it in 18 quarters since.
  • Visionary Wealth Advisors's iShares Core US REIT ETF position peaked at $4.81M in Q1 2022.
  • 440 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.