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

WealthShield 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 Q1	–	Sell	-506	Closed	-$28.8K	–	623
2025 Q4	$28.8K	Buy	+506	New	+$29.3K	﹤0.01%	464
2024 Q2	–	Sell	-45	Closed	-$2.4K	–	490
2024 Q1	$2.4K	Buy	45 +1	+2%	+$53	﹤0.01%	460
2023 Q4	$2.41K	Buy	+44	New	+$2.15K	﹤0.01%	458
2020 Q2	–	Sell	-4,981	Closed	-$195K	–	342
2020 Q1	$195K	Hold	4,981	–	–	0.12%	157
2019 Q4	$272K	Hold	4,981	–	–	0.13%	147
2019 Q3	$277K	Hold	4,981	–	–	0.15%	137
2019 Q2	$259K	Buy	4,981 +900	+22%	+$46.9K	0.15%	126
2019 Q1	$211K	Buy	4,081 +1,900	+87%	+$94.2K	0.12%	138
2018 Q4	$98K	Hold	2,181	–	–	0.07%	146
2018 Q3	$108K	Hold	2,181	–	–	0.06%	147
2018 Q2	$108K	Hold	2,181	–	–	0.07%	135
2018 Q1	$98K	Buy	2,181 +560	+35%	+$25.6K	0.06%	133
2017 Q4	$80K	Buy	+1,621	New	+$80.6K	0.05%	144

Other funds holding USRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

TCOT

Trust Company of Tennessee Knoxville, Tennessee $572M AUM 19.47% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

DCM

Disciplina Capital Management Nashville, Tennessee $968M AUM 12.13% 1-Year Est. Return

WealthShield Partners's USRT Position: Q1 2026 in Review

WealthShield Partners sold out of iShares Core US REIT ETF (USRT) in Q1 2026, closing a stake of 506 shares — an estimated $28.8K sold.

WealthShield Partners first reported a position in USRT in Q4 2017 and held it in 13 quarters. The position peaked at $277K in Q3 2019. 406 funds tracked by Wall St. Rank hold USRT as of Q1 2026.

WealthShield Partners reported no remaining iShares Core US REIT ETF position as of Q1 2026 after selling out during the quarter.
WealthShield Partners sold 506 iShares Core US REIT ETF shares in Q1 2026, an estimated $28.8K.
WealthShield Partners first reported a position in iShares Core US REIT ETF in Q4 2017 and held it in 13 quarters.
WealthShield Partners's iShares Core US REIT ETF position peaked at $277K in Q3 2019.
406 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.