Darden Wealth Group
USRT icon

Darden Wealth Group’s iShares Core US REIT ETF USRT Stock Holding History

Darden Wealth Group’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
Q3 		$665K Hold
10,800
– – 0.27% 69
2026
Q2 		$718K Sell
10,800
-500
-4% -$32.2K 0.28% 68
2026
Q1 		$669K Hold
11,300
– – 0.34% 68
2025
Q4 		$644K Buy
+11,300
New +$654K 0.31% 65

Other funds holding USRT

US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
TCOT
Trust Company of Tennessee Knoxville, Tennessee $565M AUM 11.71% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Disciplina Capital Management
Disciplina Capital Management Nashville, Tennessee $1.03B AUM 5.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Blueprint Investment Partners
Blueprint Investment Partners Greensboro, North Carolina $1.24B AUM 24.95% 1-Year Est. Return

Darden Wealth Group's USRT Position: Q3 2026 in Review

Darden Wealth Group held its iShares Core US REIT ETF (USRT) position steady in Q3 2026 at 10,800 shares worth $665K. The position accounts for 0.27% of the portfolio, ranked #69.

Darden Wealth Group first reported a position in USRT in Q4 2025 and has held it in 4 quarters since. The position peaked at $718K in Q2 2026. 268 funds tracked by Wall St. Rank hold USRT as of Q3 2026.

  • Darden Wealth Group held 10,800 shares of iShares Core US REIT ETF worth $665K as of Q3 2026.
  • Darden Wealth Group left its iShares Core US REIT ETF share count unchanged in Q3 2026.
  • iShares Core US REIT ETF made up 0.27% of Darden Wealth Group's portfolio in Q3 2026, its #69 holding.
  • Darden Wealth Group first reported a position in iShares Core US REIT ETF in Q4 2025 and has held it in 4 quarters since.
  • Darden Wealth Group's iShares Core US REIT ETF position peaked at $718K in Q2 2026.
  • 268 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2026.

Based on Darden Wealth Group's 13F filing for Q3 2026, filed 6 Nov 2026.