FPFC
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Financial Planning Fort Collins’s iShares Core US REIT ETF USRT Stock Holding History

Financial Planning Fort Collins’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 		$3.34M Sell
50,102
-1,253
-2% -$80.7K 2.53% 11
2026
Q1 		$3.27M Buy
51,355
+5,159
+11% +$310K 2.45% 11
2025
Q4 		$2.63M Buy
+46,196
New +$2.68M 2.31% 12

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

Financial Planning Fort Collins's USRT Position: Q2 2026 in Review

Financial Planning Fort Collins reduced its iShares Core US REIT ETF (USRT) stake by 2.4% in Q2 2026, selling an estimated $80.7K and leaving 50,102 shares worth $3.34M. The position accounts for 2.53% of the portfolio, ranked #11.

Financial Planning Fort Collins first reported a position in USRT in Q4 2025 and has held it in 3 quarters since. 440 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Financial Planning Fort Collins held 50,102 shares of iShares Core US REIT ETF worth $3.34M as of Q2 2026.
  • Financial Planning Fort Collins sold 1,253 iShares Core US REIT ETF shares in Q2 2026, an estimated $80.7K.
  • iShares Core US REIT ETF made up 2.53% of Financial Planning Fort Collins's portfolio in Q2 2026, its #11 holding.
  • Financial Planning Fort Collins first reported a position in iShares Core US REIT ETF in Q4 2025 and has held it in 3 quarters since.
  • 440 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Financial Planning Fort Collins's 13F filing for Q2 2026, filed 10 Jul 2026.