Jones Financial Companies
USRT icon

Jones Financial Companies’s iShares Core US REIT ETF USRT Stock Holding History

Jones Financial Companies’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 		$6.41M Buy
94,706
+9,585
+11% +$617K ﹤0.01% 1078
2026
Q1 		$4.95M Buy
85,121
+16,734
+24% +$1.01M ﹤0.01% 1078
2025
Q4 		$3.9M Buy
68,387
+8,639
+14% +$500K ﹤0.01% 716
2025
Q3 		$3.48M Buy
59,748
+12,378
+26% +$711K ﹤0.01% 687
2025
Q2 		$2.67M Buy
47,370
+7,311
+18% +$410K ﹤0.01% 682
2025
Q1 		$2.29M Buy
40,059
+3,050
+8% +$177K ﹤0.01% 623
2024
Q4 		$2.12M Buy
37,009
+14,760
+66% +$888K ﹤0.01% 544
2024
Q3 		$1.36M Buy
22,249
+8,809
+66% +$514K ﹤0.01% 530
2024
Q2 		$720K Buy
13,440
+6,744
+101% +$350K ﹤0.01% 478
2024
Q1 		$360K Buy
6,696
+5,049
+307% +$267K ﹤0.01% 367
2023
Q4 		$89.4K Buy
1,647
+75
+5% +$3.67K ﹤0.01% 414
2023
Q3 		$74.2K Buy
1,572
+93
+6% +$4.76K ﹤0.01% 334
2023
Q2 		$76K Buy
1,479
+313
+27% +$15.7K ﹤0.01% 329
2023
Q1 		$58.8K Buy
1,166
+630
+118% +$32.6K ﹤0.01% 341
2022
Q4 		$26.7K Buy
536
+479
+840% +$23.7K ﹤0.01% 391
2022
Q3 		$3K Hold
57
– – ﹤0.01% 500
2022
Q2 		$3K Sell
57
-1
-2% -$59 ﹤0.01% 582
2022
Q1 		$4K Buy
+58
New +$3.64K ﹤0.01% 613

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

Jones Financial Companies's USRT Position: Q2 2026 in Review

Jones Financial Companies increased its iShares Core US REIT ETF (USRT) stake by 11% in Q2 2026, buying an estimated $617K and bringing the position to 94,706 shares worth $6.41M. The position accounts for ﹤0.01% of the portfolio, ranked #1078.

Jones Financial Companies first reported a position in USRT in Q1 2022 and has held it in 18 quarters since. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Jones Financial Companies held 94,706 shares of iShares Core US REIT ETF worth $6.41M as of Q2 2026.
  • Jones Financial Companies bought 9,585 iShares Core US REIT ETF shares in Q2 2026, an estimated $617K.
  • iShares Core US REIT ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1078 holding.
  • Jones Financial Companies first reported a position in iShares Core US REIT ETF in Q1 2022 and has held it in 18 quarters since.
  • 442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.