Action Point Financial Planning’s iShares Core US REIT ETF USRT Stock Holding History

Action Point Financial Planning’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	$5.96K	Buy	+90	New	+$5.8K	﹤0.01%	1726

Other funds holding USRT

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

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

Action Point Financial Planning's USRT Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares Core US REIT ETF (USRT) in Q2 2026: 90 shares worth $5.96K. The stake represents ﹤0.01% of the portfolio and ranks #1726 among its holdings.

439 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

Action Point Financial Planning held 90 shares of iShares Core US REIT ETF worth $5.96K as of Q2 2026.
iShares Core US REIT ETF was a new Action Point Financial Planning position in Q2 2026.
iShares Core US REIT ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1726 holding.
439 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.