Comprehensive Money Management Services’s iShares Core US REIT ETF USRT Stock Holding History

Comprehensive Money Management Services’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	$2.55M	Buy	38,419 +253	+0.7%	+$16.3K	1.61%	7
2026 Q1	$2.26M	Buy	38,166 +225	+0.6%	+$13.5K	1.48%	9
2025 Q4	$2.16M	Buy	37,941 +8	+0%	+$463	1.49%	8
2025 Q3	$2.23M	Buy	37,933 +1,093	+3%	+$62.7K	1.58%	9
2025 Q2	$2.08M	Buy	36,840 +866	+2%	+$48.5K	1.58%	10
2025 Q1	$2.07M	Buy	35,974 +397	+1%	+$23K	1.67%	9
2024 Q4	$2.04M	Buy	+35,577	New	+$2.14M	1.68%	7

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

Comprehensive Money Management Services's USRT Position: Q2 2026 in Review

Comprehensive Money Management Services increased its iShares Core US REIT ETF (USRT) stake by 0.66% in Q2 2026, buying an estimated $16.3K and bringing the position to 38,419 shares worth $2.55M. The position accounts for 1.61% of the portfolio, ranked #7.

Comprehensive Money Management Services first reported a position in USRT in Q4 2024 and has held it in 7 quarters since. 440 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

Comprehensive Money Management Services held 38,419 shares of iShares Core US REIT ETF worth $2.55M as of Q2 2026.
Comprehensive Money Management Services bought 253 iShares Core US REIT ETF shares in Q2 2026, an estimated $16.3K.
iShares Core US REIT ETF made up 1.61% of Comprehensive Money Management Services's portfolio in Q2 2026, its #7 holding.
Comprehensive Money Management Services first reported a position in iShares Core US REIT ETF in Q4 2024 and has held it in 7 quarters since.
440 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Comprehensive Money Management Services's 13F filing for Q2 2026, filed 17 Aug 2026.