Better Money Decisions’s iShares Core US REIT ETF USRT Stock Holding History

Better Money Decisions’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
2025 Q2	$2.45M	Buy	43,255 +1,745	+4%	+$97.8K	1.49%	15
2025 Q1	$2.39M	Buy	+41,510	New	+$2.4M	1.6%	15
2022 Q3	–	Sell	-843	Closed	-$45K	–	415
2022 Q2	$45K	Buy	+843	New	+$49.6K	0.04%	152
2021 Q4	–	Sell	-979	Closed	-$57K	–	543
2021 Q3	$57K	Buy	979 +4	+0.4%	+$243	0.05%	149
2021 Q2	$57K	Buy	975 +5	+0.5%	+$284	0.05%	141
2021 Q1	$51K	Buy	+970	New	+$48.8K	0.05%	128

Other funds holding USRT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

GIM

Glenmede Investment Management Philadelphia, Pennsylvania $20.7B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TCOT

Trust Company of Tennessee Knoxville, Tennessee $572M AUM 19.47% 1-Year Est. Return

JHU

Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

HFS

Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return

DCM

Disciplina Capital Management Nashville, Tennessee $944M AUM 10.02% 1-Year Est. Return

Better Money Decisions's USRT Position: Q2 2025 in Review

Better Money Decisions increased its iShares Core US REIT ETF (USRT) stake by 4.2% in Q2 2025, buying an estimated $97.8K and bringing the position to 43,255 shares worth $2.45M. The position accounts for 1.49% of the portfolio, ranked #15.

Better Money Decisions first reported a position in USRT in Q1 2021 and has held it in 6 quarters since. 367 funds tracked by Wall St. Rank hold USRT as of Q2 2025.

Better Money Decisions held 43,255 shares of iShares Core US REIT ETF worth $2.45M as of Q2 2025.
Better Money Decisions bought 1,745 iShares Core US REIT ETF shares in Q2 2025, an estimated $97.8K.
iShares Core US REIT ETF made up 1.49% of Better Money Decisions's portfolio in Q2 2025, its #15 holding.
Better Money Decisions first reported a position in iShares Core US REIT ETF in Q1 2021 and has held it in 6 quarters since.
367 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2025.

Based on Better Money Decisions's 13F filing for Q2 2025, filed 8 Aug 2025.