Financial Freedom LLC
USRT icon

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
Q3 		$200K Buy
+3,254
New +$216K 0.09% 102
2026
Q2 		– Sell
-527
Closed -$31.2K – 373
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

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Savant Capital
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Disciplina Capital Management
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LPL Financial
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Fifth Third Bancorp
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Prime Capital Investment Advisors
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Financial Freedom LLC's USRT Position: Q3 2026 in Review

Financial Freedom LLC opened a new position in iShares Core US REIT ETF (USRT) in Q3 2026: 3,254 shares worth $200K. The stake represents 0.09% of the portfolio and ranks #102 among its holdings. This is a return to the name: Financial Freedom LLC previously reported a position in USRT as recently as Q1 2026.

Financial Freedom LLC first reported a position in USRT in Q2 2023 and has held it in 13 quarters since. 299 funds tracked by Wall St. Rank hold USRT as of Q3 2026.

  • Financial Freedom LLC held 3,254 shares of iShares Core US REIT ETF worth $200K as of Q3 2026.
  • iShares Core US REIT ETF was a new Financial Freedom LLC position in Q3 2026.
  • iShares Core US REIT ETF made up 0.09% of Financial Freedom LLC's portfolio in Q3 2026, its #102 holding.
  • Financial Freedom LLC first reported a position in iShares Core US REIT ETF in Q2 2023 and has held it in 13 quarters since.
  • 299 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2026.

Based on Financial Freedom LLC's 13F filing for Q3 2026, filed 6 Nov 2026.