Wealthcare Advisory Partners’s iShares Core US REIT ETF USRT Stock Holding History

Wealthcare Advisory Partners’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	$14M	Buy	227,191 +26,448	+13%	+$1.75M	0.24%	90
2026 Q2	$13.3M	Buy	200,743 +23,643	+13%	+$1.52M	0.25%	81
2026 Q1	$10.5M	Buy	177,100 +76,437	+76%	+$4.59M	0.2%	101
2025 Q4	$5.73M	Buy	+100,663	New	+$5.83M	0.11%	161
2023 Q3	–	Sell	-5,272	Closed	-$271K	–	745
2023 Q2	$271K	Sell	5,272 -48,353	-90%	-$2.42M	0.01%	594
2023 Q1	$2.7M	Sell	53,625 -1,611	-3%	-$83.4K	0.12%	147
2022 Q4	$2.73M	Buy	55,236 +6,632	+14%	+$329K	0.13%	132
2022 Q3	$2.31M	Buy	48,604 +13,181	+37%	+$726K	0.13%	129
2022 Q2	$1.89M	Buy	+35,423	New	+$2.08M	0.11%	124
2021 Q2	–	Sell	-655	Closed	-$34K	–	1795
2021 Q1	$34K	Buy	+655	New	+$33K	﹤0.01%	1019
2020 Q2	–	Sell	-655	Closed	-$26K	–	1293
2020 Q1	$26K	Hold	655	–	–	﹤0.01%	670
2019 Q4	$36K	Hold	655	–	–	﹤0.01%	623
2019 Q3	$36K	Hold	655	–	–	0.01%	608
2019 Q2	$34K	Hold	655	–	–	0.01%	596
2019 Q1	$34K	Hold	655	–	–	0.01%	548
2018 Q4	$29K	Hold	655	–	–	0.01%	555
2018 Q3	$32K	Hold	655	–	–	0.01%	569
2018 Q2	$32K	Hold	655	–	–	0.01%	561
2018 Q1	$30K	Hold	655	–	–	0.01%	505
2017 Q4	$32K	Hold	655	–	–	0.01%	448
2017 Q3	$32K	Buy	+655	New	+$32.4K	0.01%	364

Other funds holding USRT

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

TCOT

Trust Company of Tennessee Knoxville, Tennessee $565M AUM 11.71% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Disciplina Capital Management Nashville, Tennessee $1.03B AUM 5.68% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Wealthcare Advisory Partners's USRT Position: Q3 2026 in Review

Wealthcare Advisory Partners increased its iShares Core US REIT ETF (USRT) stake by 13% in Q3 2026, buying an estimated $1.75M and bringing the position to 227,191 shares worth $14M. The position accounts for 0.24% of the portfolio, ranked #90.

Wealthcare Advisory Partners first reported a position in USRT in Q3 2017 and has held it in 21 quarters since. 305 funds tracked by Wall St. Rank hold USRT as of Q3 2026.

Wealthcare Advisory Partners held 227,191 shares of iShares Core US REIT ETF worth $14M as of Q3 2026.
Wealthcare Advisory Partners bought 26,448 iShares Core US REIT ETF shares in Q3 2026, an estimated $1.75M.
iShares Core US REIT ETF made up 0.24% of Wealthcare Advisory Partners's portfolio in Q3 2026, its #90 holding.
Wealthcare Advisory Partners first reported a position in iShares Core US REIT ETF in Q3 2017 and has held it in 21 quarters since.
305 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2026, filed 21 Oct 2026.