Wealth Enhancement Advisory Services
USRT icon

Wealth Enhancement Advisory Services’s iShares Core US REIT ETF USRT Stock Holding History

Wealth Enhancement Advisory Services’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 		$20M Sell
299,168
-121,123
-29% -$7.8M 0.03% 444
2026
Q1 		$25.3M Sell
420,291
-68,060
-14% -$4.09M 0.05% 321
2025
Q4 		$28.1M Buy
488,351
+19,467
+4% +$1.13M 0.04% 385
2025
Q3 		$27.2M Sell
468,884
-26,619
-5% -$1.53M 0.04% 365
2025
Q2 		$28.3M Buy
495,503
+1,721
+0.3% +$96.5K 0.05% 335
2025
Q1 		$28.4M Sell
493,782
-29,817
-6% -$1.73M 0.05% 315
2024
Q4 		$30M Buy
523,599
+10,654
+2% +$641K 0.06% 293
2024
Q3 		$31.6M Sell
512,945
-14,949
-3% -$873K 0.07% 274
2024
Q2 		$28.3M Buy
527,894
+10,141
+2% +$526K 0.07% 271
2024
Q1 		$27.9M Sell
517,753
-170,069
-25% -$9.01M 0.07% 258
2023
Q4 		$37.3M Sell
687,822
-72,514
-10% -$3.55M 0.11% 190
2023
Q3 		$35.9M Buy
760,336
+544,608
+252% +$27.9M 0.12% 177
2023
Q2 		$11.1M Sell
215,728
-5,131
-2% -$257K 0.12% 84
2023
Q1 		$11.1M Sell
220,859
-431,369
-66% -$22.3M 0.13% 85
2022
Q4 		$35M Buy
652,228
+13,839
+2% +$686K 0.45% 40
2022
Q3 		$29.4M Buy
638,389
+1,134
+0.2% +$62.4K 0.42% 42
2022
Q2 		$34.4M Sell
637,255
-13,361
-2% -$786K 0.48% 39
2022
Q1 		$42.6M Sell
650,616
-45,375
-7% -$2.85M 0.57% 35
2021
Q4 		$43.5M Buy
695,991
+26,740
+4% +$1.7M 0.62% 35
2021
Q3 		$42.3M Buy
669,251
+12,162
+2% +$740K 0.62% 33
2021
Q2 		$39.9M Buy
657,089
+72,533
+12% +$4.12M 0.64% 31
2021
Q1 		$31.4M Buy
584,556
+526,646
+909% +$26.5M 0.57% 38
2020
Q4 		$2.8M Buy
57,910
+20,914
+57% +$975K 0.06% 100
2020
Q3 		$1.73M Buy
36,996
+11,011
+42% +$491K 0.05% 133
2020
Q2 		$1.14M Buy
25,985
+16,911
+186% +$709K 0.03% 169
2020
Q1 		$382K Buy
+9,074
New +$463K 0.01% 192

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

Wealth Enhancement Advisory Services's USRT Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its iShares Core US REIT ETF (USRT) stake by 29% in Q2 2026, selling an estimated $7.8M and leaving 299,168 shares worth $20M. The position accounts for 0.03% of the portfolio, ranked #444.

Wealth Enhancement Advisory Services first reported a position in USRT in Q1 2020 and has held it in 26 quarters since. The position peaked at $43.5M in Q4 2021. 440 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Wealth Enhancement Advisory Services held 299,168 shares of iShares Core US REIT ETF worth $20M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 121,123 iShares Core US REIT ETF shares in Q2 2026, an estimated $7.8M.
  • iShares Core US REIT ETF made up 0.03% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #444 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares Core US REIT ETF in Q1 2020 and has held it in 26 quarters since.
  • Wealth Enhancement Advisory Services's iShares Core US REIT ETF position peaked at $43.5M in Q4 2021.
  • 440 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.