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Godfrey Financial Associates’s iShares Core US REIT ETF USRT Stock Holding History

Godfrey Financial Associates’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 		$7.04K Hold
106
– – 0.01% 498
2026
Q1 		$6.27K Sell
106
-14
-12% -$841 0.01% 495
2025
Q4 		$6.83K Buy
+120
New +$6.95K 0.01% 465

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

Godfrey Financial Associates's USRT Position: Q2 2026 in Review

Godfrey Financial Associates held its iShares Core US REIT ETF (USRT) position steady in Q2 2026 at 106 shares worth $7.04K. The position accounts for 0.01% of the portfolio, ranked #498.

Godfrey Financial Associates first reported a position in USRT in Q4 2025 and has held it in 3 quarters since. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Godfrey Financial Associates held 106 shares of iShares Core US REIT ETF worth $7.04K as of Q2 2026.
  • Godfrey Financial Associates left its iShares Core US REIT ETF share count unchanged in Q2 2026.
  • iShares Core US REIT ETF made up 0.01% of Godfrey Financial Associates's portfolio in Q2 2026, its #498 holding.
  • Godfrey Financial Associates first reported a position in iShares Core US REIT ETF in Q4 2025 and has held it in 3 quarters since.
  • 442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Godfrey Financial Associates's 13F filing for Q2 2026, filed 11 Aug 2026.