FDS
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Freedom Day Solutions’s iShares Core US REIT ETF USRT Stock Holding History

Freedom Day Solutions’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 		$11.5M Buy
172,982
+6,272
+4% +$404K 2.54% 3
2026
Q1 		$9.87M Buy
166,710
+6,376
+4% +$383K 2.65% 3
2025
Q4 		$9.13M Buy
160,334
+1,538
+1% +$89.1K 2.48% 4
2025
Q3 		$9.32M Buy
158,796
+7,702
+5% +$442K 2.53% 4
2025
Q2 		$8.55M Sell
151,094
-2,845
-2% -$159K 2.54% 3
2025
Q1 		$8.87M Buy
153,939
+7,033
+5% +$407K 2.71% 4
2024
Q4 		$8.42M Buy
146,906
+22,942
+19% +$1.38M 2.52% 4
2024
Q3 		$7.63M Buy
123,964
+8,593
+7% +$502K 2.37% 5
2024
Q2 		$6.18M Buy
115,371
+15,346
+15% +$796K 2.09% 6
2024
Q1 		$5.38M Buy
100,025
+4,432
+5% +$235K 1.91% 6
2023
Q4 		$5.19M Buy
95,593
+7,177
+8% +$351K 2.03% 5
2023
Q3 		$4.17M Buy
88,416
+16,909
+24% +$865K 1.83% 6
2023
Q2 		$3.68M Buy
+71,507
New +$3.58M 1.63% 7

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

Freedom Day Solutions's USRT Position: Q2 2026 in Review

Freedom Day Solutions increased its iShares Core US REIT ETF (USRT) stake by 3.8% in Q2 2026, buying an estimated $404K and bringing the position to 172,982 shares worth $11.5M. The position accounts for 2.54% of the portfolio, ranked #3.

Freedom Day Solutions first reported a position in USRT in Q2 2023 and has held it in 13 quarters since. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Freedom Day Solutions held 172,982 shares of iShares Core US REIT ETF worth $11.5M as of Q2 2026.
  • Freedom Day Solutions bought 6,272 iShares Core US REIT ETF shares in Q2 2026, an estimated $404K.
  • iShares Core US REIT ETF made up 2.54% of Freedom Day Solutions's portfolio in Q2 2026, its #3 holding.
  • Freedom Day Solutions first reported a position in iShares Core US REIT ETF in Q2 2023 and has held it in 13 quarters since.
  • 442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Freedom Day Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.