Cardiff Park Advisors’s iShares Core US REIT ETF USRT Stock Holding History

Cardiff Park Advisors’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	$269K	Buy	4,049 +73	+2%	+$4.7K	0.02%	230
2026 Q1	$235K	Buy	3,976 +13	+0.3%	+$781	0.02%	258
2025 Q4	$226K	Buy	3,963 +3,759	+1,843%	+$218K	0.02%	247
2025 Q3	$12K	Hold	204	–	–	﹤0.01%	363
2025 Q2	$11.5K	Hold	204	–	–	﹤0.01%	337
2025 Q1	$11.8K	Sell	204 -43	-17%	-$2.49K	﹤0.01%	333
2024 Q4	$14.2K	Hold	247	–	–	﹤0.01%	322
2024 Q3	$15.2K	Hold	247	–	–	﹤0.01%	319
2024 Q2	$13.2K	Buy	247 +43	+21%	+$2.23K	﹤0.01%	313
2024 Q1	$11K	Hold	204	–	–	﹤0.01%	337
2023 Q4	$11.1K	Buy	+204	New	+$9.98K	﹤0.01%	317

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

Cardiff Park Advisors's USRT Position: Q2 2026 in Review

Cardiff Park Advisors increased its iShares Core US REIT ETF (USRT) stake by 1.8% in Q2 2026, buying an estimated $4.7K and bringing the position to 4,049 shares worth $269K. The position accounts for 0.02% of the portfolio, ranked #230.

Cardiff Park Advisors first reported a position in USRT in Q4 2023 and has held it in 11 quarters since. 440 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

Cardiff Park Advisors held 4,049 shares of iShares Core US REIT ETF worth $269K as of Q2 2026.
Cardiff Park Advisors bought 73 iShares Core US REIT ETF shares in Q2 2026, an estimated $4.7K.
iShares Core US REIT ETF made up 0.02% of Cardiff Park Advisors's portfolio in Q2 2026, its #230 holding.
Cardiff Park Advisors first reported a position in iShares Core US REIT ETF in Q4 2023 and has held it in 11 quarters since.
440 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Cardiff Park Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.