YIA
USRT icon

YHB Investment Advisors’s iShares Core US REIT ETF USRT Stock Holding History

YHB Investment Advisors’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 		$372K Sell
5,605
-268
-5% -$17.3K 0.02% 246
2026
Q1 		$348K Sell
5,873
-3,315
-36% -$199K 0.02% 242
2025
Q4 		$523K Sell
9,188
-720
-7% -$41.7K 0.04% 213
2025
Q3 		$582K Sell
9,908
-124
-1% -$7.12K 0.04% 198
2025
Q2 		$567K Buy
10,032
+40
+0.4% +$2.24K 0.04% 203
2025
Q1 		$576K Buy
9,992
+459
+5% +$26.6K 0.05% 193
2024
Q4 		$546K Buy
9,533
+3,184
+50% +$192K 0.04% 193
2024
Q3 		$391K Sell
6,349
-407
-6% -$23.8K 0.03% 219
2024
Q2 		$362K Sell
6,756
-218
-3% -$11.3K 0.03% 223
2024
Q1 		$375K Buy
6,974
+2,948
+73% +$156K 0.03% 215
2023
Q4 		$219K Buy
+4,026
New +$197K 0.02% 253

Other funds holding USRT

TCOT
Trust Company of Tennessee Knoxville, Tennessee $572M AUM 19.47% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
9FG
93 Financial Group Woburn, Massachusetts $253M AUM
FTA
Financial & Tax Architects St Louis, Missouri $474M AUM 16.26% 1-Year Est. Return
SRSA
S.R. Schill & Associates Mercer Island, Washington $166M AUM 17.84% 1-Year Est. Return

YHB Investment Advisors's USRT Position: Q2 2026 in Review

YHB Investment Advisors reduced its iShares Core US REIT ETF (USRT) stake by 4.6% in Q2 2026, selling an estimated $17.3K and leaving 5,605 shares worth $372K. The position accounts for 0.02% of the portfolio, ranked #246.

YHB Investment Advisors first reported a position in USRT in Q4 2023 and has held it in 11 quarters since. The position peaked at $582K in Q3 2025. 194 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • YHB Investment Advisors held 5,605 shares of iShares Core US REIT ETF worth $372K as of Q2 2026.
  • YHB Investment Advisors sold 268 iShares Core US REIT ETF shares in Q2 2026, an estimated $17.3K.
  • iShares Core US REIT ETF made up 0.02% of YHB Investment Advisors's portfolio in Q2 2026, its #246 holding.
  • YHB Investment Advisors first reported a position in iShares Core US REIT ETF in Q4 2023 and has held it in 11 quarters since.
  • YHB Investment Advisors's iShares Core US REIT ETF position peaked at $582K in Q3 2025.
  • 194 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.