HW
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HORAN Wealth’s iShares Core US REIT ETF USRT Stock Holding History

HORAN Wealth’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
Q1 		$222K Buy
+3,899
New +$234K 0.02% 184
2025
Q4 		– Sell
-3,852
Closed -$226K – 199
2025
Q3 		$226K Buy
+3,852
New +$221K 0.04% 180

Other funds holding USRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
TCOT
Trust Company of Tennessee Knoxville, Tennessee $572M AUM 19.47% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
DCM
Disciplina Capital Management Nashville, Tennessee $944M AUM 10.02% 1-Year Est. Return

HORAN Wealth's USRT Position: Q1 2026 in Review

HORAN Wealth opened a new position in iShares Core US REIT ETF (USRT) in Q1 2026: 3,899 shares worth $222K. The stake represents 0.02% of the portfolio and ranks #184 among its holdings. This is a return to the name: HORAN Wealth previously reported a position in USRT as recently as Q3 2025.

HORAN Wealth first reported a position in USRT in Q3 2025 and has held it in 2 quarters since. The position peaked at $226K in Q3 2025. 401 funds tracked by Wall St. Rank hold USRT as of Q1 2026.

  • HORAN Wealth held 3,899 shares of iShares Core US REIT ETF worth $222K as of Q1 2026.
  • iShares Core US REIT ETF was a new HORAN Wealth position in Q1 2026.
  • iShares Core US REIT ETF made up 0.02% of HORAN Wealth's portfolio in Q1 2026, its #184 holding.
  • HORAN Wealth first reported a position in iShares Core US REIT ETF in Q3 2025 and has held it in 2 quarters since.
  • HORAN Wealth's iShares Core US REIT ETF position peaked at $226K in Q3 2025.
  • 401 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2026.

Based on HORAN Wealth's 13F filing for Q1 2026, filed 8 May 2026.