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Wilkins Miller Wealth Management’s iShares Core US REIT ETF USRT Stock Holding History

Wilkins Miller Wealth Management’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 		$931K Sell
14,005
-118
-0.8% -$7.6K 0.51% 47
2026
Q1 		$836K Sell
14,123
-1,653
-10% -$99.3K 0.51% 49
2025
Q4 		$899K Sell
15,776
-2,053
-12% -$119K 0.54% 46
2025
Q3 		$1.05M Sell
17,829
-1,158
-6% -$66.5K 0.65% 42
2025
Q2 		$1.07M Buy
18,987
+23
+0.1% +$1.29K 0.73% 41
2025
Q1 		$1.09M Buy
+18,964
New +$1.1M 0.82% 32

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

Wilkins Miller Wealth Management's USRT Position: Q2 2026 in Review

Wilkins Miller Wealth Management reduced its iShares Core US REIT ETF (USRT) stake by 0.84% in Q2 2026, selling an estimated $7.6K and leaving 14,005 shares worth $931K. The position accounts for 0.51% of the portfolio, ranked #47.

Wilkins Miller Wealth Management first reported a position in USRT in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.09M in Q1 2025. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Wilkins Miller Wealth Management held 14,005 shares of iShares Core US REIT ETF worth $931K as of Q2 2026.
  • Wilkins Miller Wealth Management sold 118 iShares Core US REIT ETF shares in Q2 2026, an estimated $7.6K.
  • iShares Core US REIT ETF made up 0.51% of Wilkins Miller Wealth Management's portfolio in Q2 2026, its #47 holding.
  • Wilkins Miller Wealth Management first reported a position in iShares Core US REIT ETF in Q1 2025 and has held it in 6 quarters since.
  • Wilkins Miller Wealth Management's iShares Core US REIT ETF position peaked at $1.09M in Q1 2025.
  • 442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Wilkins Miller Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.