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Destiny Capital’s iShares Core US REIT ETF USRT Stock Holding History

Destiny Capital’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 		$405K Sell
6,095
-7,732
-56% -$498K 0.19% 39
2026
Q1 		$818K Sell
13,827
-8,259
-37% -$496K 0.44% 27
2025
Q4 		$1.26M Buy
22,086
+2,131
+11% +$123K 0.65% 18
2025
Q3 		$1.17M Buy
19,955
+4,197
+27% +$241K 0.64% 18
2025
Q2 		$891K Buy
15,758
+2,701
+21% +$151K 0.54% 23
2025
Q1 		$752K Buy
13,057
+1,772
+16% +$103K 0.51% 27
2024
Q4 		$647K Buy
11,285
+825
+8% +$49.6K 0.39% 31
2024
Q3 		$626K Buy
10,460
+3,415
+48% +$199K 0.39% 31
2024
Q2 		$377K Buy
7,045
+1,489
+27% +$77.2K 0.26% 34
2024
Q1 		$299K Buy
5,556
+1,114
+25% +$59K 0.21% 40
2023
Q4 		$241K Buy
+4,442
New +$217K 0.17% 46

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

Destiny Capital's USRT Position: Q2 2026 in Review

Destiny Capital reduced its iShares Core US REIT ETF (USRT) stake by 56% in Q2 2026, selling an estimated $498K and leaving 6,095 shares worth $405K. The position accounts for 0.19% of the portfolio, ranked #39.

Destiny Capital first reported a position in USRT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.26M in Q4 2025. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Destiny Capital held 6,095 shares of iShares Core US REIT ETF worth $405K as of Q2 2026.
  • Destiny Capital sold 7,732 iShares Core US REIT ETF shares in Q2 2026, an estimated $498K.
  • iShares Core US REIT ETF made up 0.19% of Destiny Capital's portfolio in Q2 2026, its #39 holding.
  • Destiny Capital first reported a position in iShares Core US REIT ETF in Q4 2023 and has held it in 11 quarters since.
  • Destiny Capital's iShares Core US REIT ETF position peaked at $1.26M in Q4 2025.
  • 442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Destiny Capital's 13F filing for Q2 2026, filed 10 Aug 2026.