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 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

Other funds holding USRT

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Financial Freedom LLC's USRT Position: Q2 2026 in Review

Financial Freedom LLC sold out of iShares Core US REIT ETF (USRT) in Q2 2026, closing a stake of 527 shares — an estimated $31.2K sold.

Financial Freedom LLC first reported a position in USRT in Q2 2023 and held it in 12 quarters. The position peaked at $31.2K in Q1 2026. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

Financial Freedom LLC reported no remaining iShares Core US REIT ETF position as of Q2 2026 after selling out during the quarter.
Financial Freedom LLC sold 527 iShares Core US REIT ETF shares in Q2 2026, an estimated $31.2K.
Financial Freedom LLC first reported a position in iShares Core US REIT ETF in Q2 2023 and held it in 12 quarters.
Financial Freedom LLC's iShares Core US REIT ETF position peaked at $31.2K in Q1 2026.
442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Financial Freedom LLC's 13F filing for Q2 2026, filed 6 Aug 2026.