CFD
USRT icon

Creative Financial Designs’s iShares Core US REIT ETF USRT Stock Holding History

Creative Financial Designs’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 		$3.2M Sell
48,195
-749
-2% -$48.3K 0.15% 137
2026
Q1 		$2.9M Buy
48,944
+737
+2% +$44.3K 0.18% 117
2025
Q4 		$2.75M Buy
48,207
+1,336
+3% +$77.4K 0.17% 118
2025
Q3 		$2.75M Buy
46,871
+2,483
+6% +$143K 0.18% 114
2025
Q2 		$2.51M Buy
44,388
+3,114
+8% +$175K 0.18% 120
2025
Q1 		$2.38M Buy
41,274
+1,782
+5% +$103K 0.19% 107
2024
Q4 		$2.26M Buy
+39,492
New +$2.38M 0.18% 109
2024
Q1 		– Sell
-104
Closed -$5.64K – 1731
2023
Q4 		$5.64K Hold
104
– – ﹤0.01% 1239
2023
Q3 		$4.9K Hold
104
– – ﹤0.01% 1194
2023
Q2 		$5.34K Hold
104
– – ﹤0.01% 1166
2023
Q1 		$5.23K Hold
104
– – ﹤0.01% 1104
2022
Q4 		$5.13K Sell
104
-800
-88% -$39.6K ﹤0.01% 1033
2022
Q3 		$43K Hold
904
– – 0.01% 586
2022
Q2 		$48K Sell
904
-4,283
-83% -$252K 0.01% 557
2022
Q1 		$335K Sell
5,187
-2,897
-36% -$182K 0.05% 233
2021
Q4 		$546K Sell
8,084
-1,002
-11% -$63.7K 0.08% 179
2021
Q3 		$533K Sell
9,086
-6,617
-42% -$402K 0.09% 175
2021
Q2 		$916K Sell
15,703
-3,594
-19% -$204K 0.16% 121
2021
Q1 		$1.01M Buy
19,297
+1,174
+6% +$59.1K 0.2% 96
2020
Q4 		$877K Buy
18,123
+2,087
+13% +$97.3K 0.19% 92
2020
Q3 		$701K Sell
16,036
-24,237
-60% -$1.08M 0.17% 106
2020
Q2 		$1.75M Buy
40,273
+6,382
+19% +$268K 0.53% 35
2020
Q1 		$1.33M Buy
33,891
+2,557
+8% +$131K 0.68% 31
2019
Q4 		$1.68M Buy
31,334
+3,121
+11% +$172K 0.75% 35
2019
Q3 		$1.55M Buy
28,213
+2,377
+9% +$128K 0.83% 33
2019
Q2 		$1.38M Buy
25,836
+1,217
+5% +$63.4K 0.75% 35
2019
Q1 		$1.27M Buy
24,619
+22,240
+935% +$1.1M 0.76% 35
2018
Q4 		$107K Sell
2,379
-278
-10% -$13.2K 0.08% 141
2018
Q3 		$129K Buy
+2,657
New +$132K 0.07% 143

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

Creative Financial Designs's USRT Position: Q2 2026 in Review

Creative Financial Designs reduced its iShares Core US REIT ETF (USRT) stake by 1.5% in Q2 2026, selling an estimated $48.3K and leaving 48,195 shares worth $3.2M. The position accounts for 0.15% of the portfolio, ranked #137.

Creative Financial Designs first reported a position in USRT in Q3 2018 and has held it in 29 quarters since. 440 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Creative Financial Designs held 48,195 shares of iShares Core US REIT ETF worth $3.2M as of Q2 2026.
  • Creative Financial Designs sold 749 iShares Core US REIT ETF shares in Q2 2026, an estimated $48.3K.
  • iShares Core US REIT ETF made up 0.15% of Creative Financial Designs's portfolio in Q2 2026, its #137 holding.
  • Creative Financial Designs first reported a position in iShares Core US REIT ETF in Q3 2018 and has held it in 29 quarters since.
  • 440 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.