James T. Borello’s iShares Core US REIT ETF USRT Stock Holding History

James T. Borello’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	$5.79K	Buy	+94	New	+$6.23K	﹤0.01%	746

Other funds holding USRT

TCOT

Trust Company of Tennessee Knoxville, Tennessee $565M AUM 11.71% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Blueprint Investment Partners Greensboro, North Carolina $1.24B AUM 24.95% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Financial & Tax Architects St Louis, Missouri $486M AUM 10.48% 1-Year Est. Return

93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return

James T. Borello's USRT Position: Q3 2026 in Review

James T. Borello opened a new position in iShares Core US REIT ETF (USRT) in Q3 2026: 94 shares worth $5.79K. The stake represents ﹤0.01% of the portfolio and ranks #746 among its holdings.

193 funds tracked by Wall St. Rank hold USRT as of Q3 2026.

James T. Borello held 94 shares of iShares Core US REIT ETF worth $5.79K as of Q3 2026.
iShares Core US REIT ETF was a new James T. Borello position in Q3 2026.
iShares Core US REIT ETF made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #746 holding.
193 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.