Financial Network Wealth Management’s iShares Core US REIT ETF USRT Stock Holding History

Financial Network Wealth Management’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	$266K	Buy	4,010 +414	+12%	+$26.7K	0.08%	101
2026 Q1	$212K	Buy	3,596 +11	+0.3%	+$661	0.07%	109
2025 Q4	$204K	Buy	+3,585	New	+$208K	0.06%	114
2025 Q1	$134K	Buy	+2,328	New	+$135K	0.05%	145
2023 Q4	–	Sell	-6,517	Closed	-$301K	–	116
2023 Q3	$301K	Sell	6,517 -459	-7%	-$23.5K	0.15%	74
2023 Q2	$367K	Buy	6,976 +750	+12%	+$37.5K	0.17%	66
2023 Q1	$314K	Buy	6,226 +796	+15%	+$41.2K	0.16%	81
2022 Q4	$268K	Sell	5,430 -865	-14%	-$42.9K	0.15%	84
2022 Q3	$299K	Buy	6,295 +2,090	+50%	+$115K	0.19%	68
2022 Q2	$225K	Sell	4,205 -924	-18%	-$54.3K	0.13%	82
2022 Q1	$332K	Buy	5,129 +1,308	+34%	+$82.1K	0.17%	71
2021 Q4	$258K	Buy	+3,821	New	+$243K	0.13%	96

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 Network Wealth Management's USRT Position: Q2 2026 in Review

Financial Network Wealth Management increased its iShares Core US REIT ETF (USRT) stake by 12% in Q2 2026, buying an estimated $26.7K and bringing the position to 4,010 shares worth $266K. The position accounts for 0.08% of the portfolio, ranked #101.

Financial Network Wealth Management first reported a position in USRT in Q4 2021 and has held it in 12 quarters since. The position peaked at $367K in Q2 2023. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

Financial Network Wealth Management held 4,010 shares of iShares Core US REIT ETF worth $266K as of Q2 2026.
Financial Network Wealth Management bought 414 iShares Core US REIT ETF shares in Q2 2026, an estimated $26.7K.
iShares Core US REIT ETF made up 0.08% of Financial Network Wealth Management's portfolio in Q2 2026, its #101 holding.
Financial Network Wealth Management first reported a position in iShares Core US REIT ETF in Q4 2021 and has held it in 12 quarters since.
Financial Network Wealth Management's iShares Core US REIT ETF position peaked at $367K in Q2 2023.
442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Financial Network Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.