Wealth Enhancement Trust Services
USRT icon

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

Wealth Enhancement Trust 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
Q3 		$12.3K Hold
200
– – ﹤0.01% 585
2026
Q2 		$13.3K Sell
200
-85
-30% -$5.48K ﹤0.01% 688
2026
Q1 		$16.9K Buy
285
+25
+10% +$1.5K ﹤0.01% 552
2025
Q4 		$14.8K Buy
+260
New +$15.1K ﹤0.01% 541

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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
TCOT
Trust Company of Tennessee Knoxville, Tennessee $565M AUM 11.71% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return
Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Disciplina Capital Management
Disciplina Capital Management Nashville, Tennessee $1.03B AUM 5.68% 1-Year Est. Return

Wealth Enhancement Trust Services's USRT Position: Q3 2026 in Review

Wealth Enhancement Trust Services held its iShares Core US REIT ETF (USRT) position steady in Q3 2026 at 200 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #585.

Wealth Enhancement Trust Services first reported a position in USRT in Q4 2025 and has held it in 4 quarters since. The position peaked at $16.9K in Q1 2026. 416 funds tracked by Wall St. Rank hold USRT as of Q3 2026.

  • Wealth Enhancement Trust Services held 200 shares of iShares Core US REIT ETF worth $12.3K as of Q3 2026.
  • Wealth Enhancement Trust Services left its iShares Core US REIT ETF share count unchanged in Q3 2026.
  • iShares Core US REIT ETF made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q3 2026, its #585 holding.
  • Wealth Enhancement Trust Services first reported a position in iShares Core US REIT ETF in Q4 2025 and has held it in 4 quarters since.
  • Wealth Enhancement Trust Services's iShares Core US REIT ETF position peaked at $16.9K in Q1 2026.
  • 416 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q3 2026, filed 7 Oct 2026.