Braun-Bostich & Associates’s iShares Core US REIT ETF USRT Stock Holding History

Braun-Bostich & Associates’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	$231K	Sell	3,473 -84	-2%	-$5.41K	0.13%	121
2026 Q1	$211K	Sell	3,557 -744	-17%	-$44.7K	0.13%	123
2025 Q4	$245K	Buy	4,301 +143	+3%	+$8.28K	0.15%	105
2025 Q3	$244K	Sell	4,158 -74	-2%	-$4.25K	0.15%	106
2025 Q2	$239K	Buy	+4,232	New	+$237K	0.16%	103
2024 Q4	–	Sell	-3,430	Closed	-$211K	–	119
2024 Q3	$211K	Buy	+3,430	New	+$200K	0.15%	109

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

Braun-Bostich & Associates's USRT Position: Q2 2026 in Review

Braun-Bostich & Associates reduced its iShares Core US REIT ETF (USRT) stake by 2.4% in Q2 2026, selling an estimated $5.41K and leaving 3,473 shares worth $231K. The position accounts for 0.13% of the portfolio, ranked #121.

Braun-Bostich & Associates first reported a position in USRT in Q3 2024 and has held it in 6 quarters since. The position peaked at $245K in Q4 2025. 439 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

Braun-Bostich & Associates held 3,473 shares of iShares Core US REIT ETF worth $231K as of Q2 2026.
Braun-Bostich & Associates sold 84 iShares Core US REIT ETF shares in Q2 2026, an estimated $5.41K.
iShares Core US REIT ETF made up 0.13% of Braun-Bostich & Associates's portfolio in Q2 2026, its #121 holding.
Braun-Bostich & Associates first reported a position in iShares Core US REIT ETF in Q3 2024 and has held it in 6 quarters since.
Braun-Bostich & Associates's iShares Core US REIT ETF position peaked at $245K in Q4 2025.
439 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Braun-Bostich & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.