Ignite Planners
USRT icon

Ignite Planners’s iShares Core US REIT ETF USRT Stock Holding History

Ignite Planners’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 		$1.25M Buy
+20,367
New +$1.35M 0.16% 143
2024
Q1 		– Sell
-3,860
Closed -$212K – 308
2023
Q4 		$212K Buy
+3,860
New +$189K 0.06% 263

Other funds holding USRT

TCOT
Trust Company of Tennessee Knoxville, Tennessee $565M AUM 11.71% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
Financial & Tax Architects
Financial & Tax Architects St Louis, Missouri $486M AUM 10.48% 1-Year Est. Return
93 Financial Group
93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return
S.R. Schill & Associates
S.R. Schill & Associates Mercer Island, Washington $159M AUM 9.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ignite Planners's USRT Position: Q3 2026 in Review

Ignite Planners opened a new position in iShares Core US REIT ETF (USRT) in Q3 2026: 20,367 shares worth $1.25M. The stake represents 0.16% of the portfolio and ranks #143 among its holdings. This is a return to the name: Ignite Planners previously reported a position in USRT as recently as Q4 2023.

Ignite Planners first reported a position in USRT in Q4 2023 and has held it in 2 quarters since. 137 funds tracked by Wall St. Rank hold USRT as of Q3 2026.

  • Ignite Planners held 20,367 shares of iShares Core US REIT ETF worth $1.25M as of Q3 2026.
  • iShares Core US REIT ETF was a new Ignite Planners position in Q3 2026.
  • iShares Core US REIT ETF made up 0.16% of Ignite Planners's portfolio in Q3 2026, its #143 holding.
  • Ignite Planners first reported a position in iShares Core US REIT ETF in Q4 2023 and has held it in 2 quarters since.
  • 137 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2026.

Based on Ignite Planners's 13F filing for Q3 2026, filed 14 Oct 2026.