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Financial Freedom LLC’s iShares Core US REIT ETF USRT Stock Holding History

Financial Freedom LLC’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
Q1 		$31.2K Buy
527
+2
+0.4% +$120 0.02% 199
2025
Q4 		$29.9K Buy
525
+6
+1% +$347 0.01% 191
2025
Q3 		$30.5K Buy
519
+4
+0.8% +$230 0.02% 200
2025
Q2 		$29.1K Buy
515
+3
+0.6% +$168 0.02% 197
2025
Q1 		$29.5K Buy
512
+2
+0.4% +$116 0.02% 200
2024
Q4 		$29.2K Buy
510
+5
+1% +$301 0.02% 190
2024
Q3 		$31.1K Buy
505
+5
+1% +$292 0.02% 189
2024
Q2 		$26.8K Buy
500
+2
+0.4% +$104 0.02% 198
2024
Q1 		$26.8K Buy
498
+3
+0.6% +$159 0.02% 199
2023
Q4 		$26.9K Buy
495
+11
+2% +$538 0.02% 197
2023
Q3 		$22.8K Hold
484
– – 0.02% 204
2023
Q2 		$24.9K Buy
+484
New +$24.2K 0.02% 195

Other funds holding USRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
TCOT
Trust Company of Tennessee Knoxville, Tennessee $537M AUM 13.53% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
DCM
Disciplina Capital Management Nashville, Tennessee $944M AUM 10.02% 1-Year Est. Return

Financial Freedom LLC's USRT Position: Q1 2026 in Review

Financial Freedom LLC increased its iShares Core US REIT ETF (USRT) stake by 0.38% in Q1 2026, buying an estimated $120 and bringing the position to 527 shares worth $31.2K. The position accounts for 0.02% of the portfolio, ranked #199.

Financial Freedom LLC first reported a position in USRT in Q2 2023 and has held it in 12 quarters since. 401 funds tracked by Wall St. Rank hold USRT as of Q1 2026.

  • Financial Freedom LLC held 527 shares of iShares Core US REIT ETF worth $31.2K as of Q1 2026.
  • Financial Freedom LLC bought 2 iShares Core US REIT ETF shares in Q1 2026, an estimated $120.
  • iShares Core US REIT ETF made up 0.02% of Financial Freedom LLC's portfolio in Q1 2026, its #199 holding.
  • Financial Freedom LLC first reported a position in iShares Core US REIT ETF in Q2 2023 and has held it in 12 quarters since.
  • 401 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2026.

Based on Financial Freedom LLC's 13F filing for Q1 2026, filed 30 Apr 2026.