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USRTUSRT
Showing 9 of 27 quarters

Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLCWEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in ISHARES TR

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 292,705 shares of USRT (ISHARES TR), worth $17.9M as of 2026-Q3. The position was decreased (-2.2% shares). USRT represents 0.0% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$17.9M

Current Shares

292,705

Total Value Change

-$13.7M

Total Shares Change

-220,240

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Decreased
292,705
-2.2%
$17.9M0.0%$61.58
0
2026-Q2
Decreased
299,168
-28.8%
$20M0.0%$65.96
0
2026-Q1
Decreased
420,291
-13.9%
$25.3M0.1%$58.43
0
2025-Q4
Increased
488,351
+4.2%
$28.1M0.0%$56.03
30
2025-Q3
Decreased
468,884
-5.4%
$27.2M0.0%$57.07
0
2025-Q2
Increased
495,503
+0.3%
$28.3M0.0%$54.57
29
2025-Q1
Decreased
493,782
-5.7%
$28.4M0.1%$55.21
0
2024-Q4
Increased
523,599
+2.1%
$30M0.1%$54.70
29
2024-Q3
Decreased
512,945
-2.8%
$31.6M0.1%$58.26
0

Other major holders of USRT: PRICE T ROWE ASSOCIATES INC /MD/, BlackRock, Inc.

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