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

Fingerlakes 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 		$370K Buy
5,573
+31
+0.6% +$2K 0.2% 79
2026
Q1 		$328K Sell
5,542
-165
-3% -$9.91K 0.22% 79
2025
Q4 		$325K Sell
5,707
-745
-12% -$43.1K 0.21% 79
2025
Q3 		$379K Sell
6,452
-320
-5% -$18.4K 0.25% 71
2025
Q2 		$383K Sell
6,772
-775
-10% -$43.4K 0.29% 66
2025
Q1 		$435K Sell
7,547
-94
-1% -$5.44K 0.37% 59
2024
Q4 		$438K Sell
7,641
-881
-10% -$53K 0.35% 63
2024
Q3 		$525K Sell
8,522
-302
-3% -$17.6K 0.44% 53
2024
Q2 		$473K Sell
8,824
-174
-2% -$9.03K 0.42% 54
2024
Q1 		$484K Sell
8,998
-553
-6% -$29.3K 0.47% 55
2023
Q4 		$519K Buy
9,551
+272
+3% +$13.3K 0.56% 51
2023
Q3 		$438K Sell
9,279
-152
-2% -$7.78K 0.53% 50
2023
Q2 		$485K Buy
9,431
+28
+0.3% +$1.4K 0.56% 50
2023
Q1 		$474K Sell
9,403
-305
-3% -$15.8K 0.59% 47
2022
Q4 		$480K Buy
9,708
+96
+1% +$4.76K 0.66% 42
2022
Q3 		$457K Buy
9,612
+145
+2% +$7.98K 0.67% 43
2022
Q2 		$506K Buy
9,467
+538
+6% +$31.6K 0.69% 44
2022
Q1 		$577K Buy
8,929
+729
+9% +$45.8K 0.67% 44
2021
Q4 		$557K Buy
+8,200
New +$522K 0.63% 45

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

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

Fingerlakes Wealth Management increased its iShares Core US REIT ETF (USRT) stake by 0.56% in Q2 2026, buying an estimated $2K and bringing the position to 5,573 shares worth $370K. The position accounts for 0.2% of the portfolio, ranked #79.

Fingerlakes Wealth Management first reported a position in USRT in Q4 2021 and has held it in 19 quarters since. The position peaked at $577K in Q1 2022. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Fingerlakes Wealth Management held 5,573 shares of iShares Core US REIT ETF worth $370K as of Q2 2026.
  • Fingerlakes Wealth Management bought 31 iShares Core US REIT ETF shares in Q2 2026, an estimated $2K.
  • iShares Core US REIT ETF made up 0.2% of Fingerlakes Wealth Management's portfolio in Q2 2026, its #79 holding.
  • Fingerlakes Wealth Management first reported a position in iShares Core US REIT ETF in Q4 2021 and has held it in 19 quarters since.
  • Fingerlakes Wealth Management's iShares Core US REIT ETF position peaked at $577K in Q1 2022.
  • 442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Fingerlakes Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.