Betterment LLC
USRT icon

Betterment LLC’s iShares Core US REIT ETF USRT Stock Holding History

Betterment LLC’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 		$551K Buy
8,288
+279
+3% +$18K ﹤0.01% 458
2026
Q1 		$474K Buy
8,009
+912
+13% +$54.8K ﹤0.01% 449
2025
Q4 		$404K Sell
7,097
-1,138
-14% -$65.9K ﹤0.01% 447
2025
Q3 		$484K Sell
8,235
-2,270
-22% -$130K ﹤0.01% 394
2025
Q2 		$594K Buy
10,505
+506
+5% +$28.4K ﹤0.01% 331
2025
Q1 		$576K Buy
9,999
+394
+4% +$22.8K ﹤0.01% 319
2024
Q4 		$550K Sell
9,605
-42
-0.4% -$2.53K ﹤0.01% 311
2024
Q3 		$594K Sell
9,647
-64
-0.7% -$3.74K ﹤0.01% 294
2024
Q2 		$520K Buy
9,711
+2,479
+34% +$129K ﹤0.01% 281
2024
Q1 		$389K Sell
7,232
-136
-2% -$7.2K ﹤0.01% 284
2023
Q4 		$400K Sell
7,368
-2,327
-24% -$114K ﹤0.01% 247
2023
Q3 		$457K Buy
9,695
+2,927
+43% +$150K ﹤0.01% 222
2023
Q2 		$348K Buy
6,768
+2,317
+52% +$116K ﹤0.01% 232
2023
Q1 		$224K Buy
4,451
+298
+7% +$15.4K ﹤0.01% 254
2022
Q4 		$205K Buy
+4,153
New +$206K ﹤0.01% 249

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

Betterment LLC's USRT Position: Q2 2026 in Review

Betterment LLC increased its iShares Core US REIT ETF (USRT) stake by 3.5% in Q2 2026, buying an estimated $18K and bringing the position to 8,288 shares worth $551K. The position accounts for ﹤0.01% of the portfolio, ranked #458.

Betterment LLC first reported a position in USRT in Q4 2022 and has held it in 15 quarters since. The position peaked at $594K in Q2 2025. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Betterment LLC held 8,288 shares of iShares Core US REIT ETF worth $551K as of Q2 2026.
  • Betterment LLC bought 279 iShares Core US REIT ETF shares in Q2 2026, an estimated $18K.
  • iShares Core US REIT ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #458 holding.
  • Betterment LLC first reported a position in iShares Core US REIT ETF in Q4 2022 and has held it in 15 quarters since.
  • Betterment LLC's iShares Core US REIT ETF position peaked at $594K in Q2 2025.
  • 442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.