IIM
USRT icon

IFC & Insurance Marketing’s iShares Core US REIT ETF USRT Stock Holding History

IFC & Insurance Marketing’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 		$2.45M Buy
36,836
+3,613
+11% +$233K 2.16% 13
2026
Q1 		$1.97M Buy
+33,223
New +$2M 2.05% 15

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

IFC & Insurance Marketing's USRT Position: Q2 2026 in Review

IFC & Insurance Marketing increased its iShares Core US REIT ETF (USRT) stake by 11% in Q2 2026, buying an estimated $233K and bringing the position to 36,836 shares worth $2.45M. The position accounts for 2.16% of the portfolio, ranked #13.

IFC & Insurance Marketing first reported a position in USRT in Q1 2026 and has held it in 2 quarters since. 439 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • IFC & Insurance Marketing held 36,836 shares of iShares Core US REIT ETF worth $2.45M as of Q2 2026.
  • IFC & Insurance Marketing bought 3,613 iShares Core US REIT ETF shares in Q2 2026, an estimated $233K.
  • iShares Core US REIT ETF made up 2.16% of IFC & Insurance Marketing's portfolio in Q2 2026, its #13 holding.
  • IFC & Insurance Marketing first reported a position in iShares Core US REIT ETF in Q1 2026 and has held it in 2 quarters since.
  • 439 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on IFC & Insurance Marketing's 13F filing for Q2 2026, filed 9 Jul 2026.