FF
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Finley Financial’s iShares Core US REIT ETF USRT Stock Holding History

Finley Financial’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 		$318K Hold
4,780
– – 0.13% 59
2026
Q1 		$283K Hold
4,780
– – 0.13% 59
2025
Q4 		$272K Hold
4,780
– – 0.12% 58
2025
Q3 		$281K Hold
4,780
– – 0.13% 59
2025
Q2 		$270K Hold
4,780
– – 0.14% 60
2025
Q1 		$266K Hold
4,780
– – 0.15% 57
2024
Q4 		$269K Buy
+4,780
New +$288K 0.14% 61

Other funds holding USRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $1.2B AUM 35.77% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

Finley Financial's USRT Position: Q2 2026 in Review

Finley Financial held its iShares Core US REIT ETF (USRT) position steady in Q2 2026 at 4,780 shares worth $318K. The position accounts for 0.13% of the portfolio, ranked #59.

Finley Financial first reported a position in USRT in Q4 2024 and has held it in 7 quarters since. 272 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Finley Financial held 4,780 shares of iShares Core US REIT ETF worth $318K as of Q2 2026.
  • Finley Financial left its iShares Core US REIT ETF share count unchanged in Q2 2026.
  • iShares Core US REIT ETF made up 0.13% of Finley Financial's portfolio in Q2 2026, its #59 holding.
  • Finley Financial first reported a position in iShares Core US REIT ETF in Q4 2024 and has held it in 7 quarters since.
  • 272 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Finley Financial's 13F filing for Q2 2026, filed 8 Jul 2026.