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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
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

Other funds holding USRT

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
DCM
Disciplina Capital Management Nashville, Tennessee $968M AUM 12.13% 1-Year Est. Return

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

Wealth Enhancement Trust Services reduced its iShares Core US REIT ETF (USRT) stake by 30% in Q2 2026, selling an estimated $5.48K and leaving 200 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #688.

Wealth Enhancement Trust Services first reported a position in USRT in Q4 2025 and has held it in 3 quarters since. The position peaked at $16.9K in Q1 2026. 376 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Wealth Enhancement Trust Services held 200 shares of iShares Core US REIT ETF worth $13.3K as of Q2 2026.
  • Wealth Enhancement Trust Services sold 85 iShares Core US REIT ETF shares in Q2 2026, an estimated $5.48K.
  • iShares Core US REIT ETF made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #688 holding.
  • Wealth Enhancement Trust Services first reported a position in iShares Core US REIT ETF in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's iShares Core US REIT ETF position peaked at $16.9K in Q1 2026.
  • 376 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

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