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 Q3	$12.6M	Buy	204,914 +31,932	+18%	+$2.12M	2.77%	4
2026 Q2	$11.5M	Buy	172,982 +6,272	+4%	+$404K	2.54%	3
2026 Q1	$9.9M	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

TCOT

Trust Company of Tennessee Knoxville, Tennessee $565M AUM 11.71% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

FTA

Financial & Tax Architects St Louis, Missouri $486M AUM 10.48% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MLFP

MPS Loria Financial Planners Burr Ridge, Illinois $527M AUM 17.98% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

MWP

Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return

Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return

Freedom Day Solutions's USRT Position: Q3 2026 in Review

Freedom Day Solutions increased its iShares Core US REIT ETF (USRT) stake by 18% in Q3 2026, buying an estimated $2.12M and bringing the position to 204,914 shares worth $12.6M. The position accounts for 2.77% of the portfolio, ranked #4.

Freedom Day Solutions first reported a position in USRT in Q2 2023 and has held it in 14 quarters since. 101 funds tracked by Wall St. Rank hold USRT as of Q3 2026.

Freedom Day Solutions held 204,914 shares of iShares Core US REIT ETF worth $12.6M as of Q3 2026.
Freedom Day Solutions bought 31,932 iShares Core US REIT ETF shares in Q3 2026, an estimated $2.12M.
iShares Core US REIT ETF made up 2.77% of Freedom Day Solutions's portfolio in Q3 2026, its #4 holding.
Freedom Day Solutions first reported a position in iShares Core US REIT ETF in Q2 2023 and has held it in 14 quarters since.
101 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2026.

Based on Freedom Day Solutions's 13F filing for Q3 2026, filed 20 Oct 2026.