HWM
USRT icon

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

HB 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 		$664K Buy
9,985
+171
+2% +$11K ﹤0.01% 967
2026
Q1 		$581K Sell
9,814
-146
-1% -$8.77K ﹤0.01% 907
2025
Q4 		$567K Buy
9,960
+328
+3% +$19K ﹤0.01% 854
2025
Q3 		$566K Buy
9,632
+1,050
+12% +$60.3K ﹤0.01% 809
2025
Q2 		$485K Sell
8,582
-553
-6% -$31K ﹤0.01% 754
2025
Q1 		$526K Buy
9,135
+451
+5% +$26.1K ﹤0.01% 746
2024
Q4 		$498K Sell
8,684
-910
-9% -$54.7K 0.01% 622
2024
Q3 		$591K Buy
+9,594
New +$560K 0.01% 532

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

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

HB Wealth Management increased its iShares Core US REIT ETF (USRT) stake by 1.7% in Q2 2026, buying an estimated $11K and bringing the position to 9,985 shares worth $664K. The position accounts for ﹤0.01% of the portfolio, ranked #967.

HB Wealth Management first reported a position in USRT in Q3 2024 and has held it in 8 quarters since. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • HB Wealth Management held 9,985 shares of iShares Core US REIT ETF worth $664K as of Q2 2026.
  • HB Wealth Management bought 171 iShares Core US REIT ETF shares in Q2 2026, an estimated $11K.
  • iShares Core US REIT ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #967 holding.
  • HB Wealth Management first reported a position in iShares Core US REIT ETF in Q3 2024 and has held it in 8 quarters since.
  • 442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.