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Arkansas Financial Group’s iShares Core US REIT ETF USRT Stock Holding History

Arkansas Financial Group’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 		$446K Sell
6,713
-98
-1% -$6.31K 0.06% 75
2026
Q1 		$418K Buy
6,811
+165
+2% +$9.91K 0.06% 74
2025
Q4 		$379K Sell
6,646
-221
-3% -$12.8K 0.05% 74
2025
Q3 		$403K Buy
6,867
+21
+0.3% +$1.21K 0.06% 72
2025
Q2 		$387K Buy
6,846
+2,193
+47% +$123K 0.06% 65
2025
Q1 		$244K Buy
4,653
+976
+27% +$56.5K 0.04% 70
2024
Q4 		$211K Buy
3,677
+154
+4% +$9.26K 0.03% 75
2024
Q3 		$217K Buy
+3,523
New +$206K 0.04% 75
2022
Q4 		– Sell
-4,309
Closed -$205K – 64
2022
Q3 		$205K Buy
4,309
+10
+0.2% +$550 0.05% 48
2022
Q2 		$230K Hold
4,299
– – 0.05% 47
2022
Q1 		$278K Hold
4,299
– – 0.06% 40
2021
Q4 		$291K Buy
4,299
+1
+0% +$64 0.06% 40
2021
Q3 		$252K Sell
4,298
-61
-1% -$3.71K 0.06% 40
2021
Q2 		$254K Hold
4,359
– – 0.06% 41
2021
Q1 		$228K Sell
4,359
-614
-12% -$30.9K 0.05% 42
2020
Q4 		$241K Sell
4,973
-2,934
-37% -$137K 0.06% 40
2020
Q3 		$346K Sell
7,907
-529
-6% -$23.6K 0.1% 33
2020
Q2 		$366K Buy
8,436
+749
+10% +$31.4K 0.12% 31
2020
Q1 		$301K Buy
7,687
+1,826
+31% +$93.2K 0.11% 30
2019
Q4 		$319K Buy
+5,861
New +$323K 0.11% 27

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

Arkansas Financial Group's USRT Position: Q2 2026 in Review

Arkansas Financial Group reduced its iShares Core US REIT ETF (USRT) stake by 1.4% in Q2 2026, selling an estimated $6.31K and leaving 6,713 shares worth $446K. The position accounts for 0.06% of the portfolio, ranked #75.

Arkansas Financial Group first reported a position in USRT in Q4 2019 and has held it in 20 quarters since. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Arkansas Financial Group held 6,713 shares of iShares Core US REIT ETF worth $446K as of Q2 2026.
  • Arkansas Financial Group sold 98 iShares Core US REIT ETF shares in Q2 2026, an estimated $6.31K.
  • iShares Core US REIT ETF made up 0.06% of Arkansas Financial Group's portfolio in Q2 2026, its #75 holding.
  • Arkansas Financial Group first reported a position in iShares Core US REIT ETF in Q4 2019 and has held it in 20 quarters since.
  • 442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Arkansas Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.