Balanced Wealth Group’s iShares Core US REIT ETF USRT Stock Holding History

Balanced Wealth 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 Q3	$12.7M	Buy	+199,671	New	+$13.2M	3.9%	7

Other funds holding USRT

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

TCOT

Trust Company of Tennessee Knoxville, Tennessee $565M AUM 11.71% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Disciplina Capital Management Nashville, Tennessee $1.03B AUM 5.68% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Sumitomo Life Insurance Tokyo, Japan $6.24B AUM 18.07% 1-Year Est. Return

Balanced Wealth Group's USRT Position: Q3 2026 in Review

Balanced Wealth Group opened a new position in iShares Core US REIT ETF (USRT) in Q3 2026: 199,671 shares worth $12.7M. The stake represents 3.9% of the portfolio and ranks #7 among its holdings.

364 funds tracked by Wall St. Rank hold USRT as of Q3 2026.

Balanced Wealth Group held 199,671 shares of iShares Core US REIT ETF worth $12.7M as of Q3 2026.
iShares Core US REIT ETF was a new Balanced Wealth Group position in Q3 2026.
iShares Core US REIT ETF made up 3.9% of Balanced Wealth Group's portfolio in Q3 2026, its #7 holding.
364 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2026.

Based on Balanced Wealth Group's 13F filing for Q3 2026, filed 10 Nov 2026.