LFG
USRT icon

Larson Financial Group’s iShares Core US REIT ETF USRT Stock Holding History

Larson Financial Group’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 		$15.3K Sell
259
-2
-0.8% -$120 ﹤0.01% 1993
2025
Q4 		$14.9K Buy
261
+195
+295% +$11.3K ﹤0.01% 1889
2025
Q3 		$3.85K Sell
66
-89
-57% -$5.11K ﹤0.01% 2451
2025
Q2 		$8.79K Buy
155
+92
+146% +$5.16K ﹤0.01% 1868
2025
Q1 		$3.64K Hold
63
– – ﹤0.01% 1974
2024
Q4 		$3.62K Hold
63
– – ﹤0.01% 1740
2024
Q3 		$3.88K Buy
63
+19
+43% +$1.11K ﹤0.01% 1715
2024
Q2 		$2.36K Buy
+44
New +$2.28K ﹤0.01% 1569
2023
Q4 		– Sell
-172
Closed -$8.12K – 1903
2023
Q3 		$8.12K Sell
172
-2,430
-93% -$124K ﹤0.01% 1057
2023
Q2 		$134K Sell
2,602
-109
-4% -$5.46K 0.01% 388
2023
Q1 		$137K Buy
2,711
+2,707
+67,675% +$140K 0.01% 379
2022
Q4 		$198 Hold
4
– – ﹤0.01% 1425
2022
Q3 		$0 Hold
4
– – ﹤0.01% 1404
2022
Q2 		$0 Hold
4
– – ﹤0.01% 1302
2022
Q1 		$0 Hold
4
– – ﹤0.01% 1177
2021
Q4 		$0 Buy
+4
New +$254 ﹤0.01% 1178
2021
Q2 		– Sell
-11
Closed -$1K – 940
2021
Q1 		$1K Sell
11
-1
-8% -$50 ﹤0.01% 804
2020
Q4 		$1K Buy
12
+2
+20% +$93 ﹤0.01% 729
2020
Q3 		$0 Sell
10
-18
-64% -$803 ﹤0.01% 837
2020
Q2 		$1K Sell
28
-25
-47% -$1.05K ﹤0.01% 658
2020
Q1 		$2K Buy
53
+14
+36% +$715 ﹤0.01% 447
2019
Q4 		$2K Buy
39
+21
+117% +$1.16K ﹤0.01% 470
2019
Q3 		$1K Sell
18
-244
-93% -$13.1K ﹤0.01% 519
2019
Q2 		$14K Buy
262
+13
+5% +$677 0.01% 221
2019
Q1 		$13K Buy
+249
New +$12.3K 0.01% 215

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 $537M AUM 13.53% 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

Larson Financial Group's USRT Position: Q1 2026 in Review

Larson Financial Group reduced its iShares Core US REIT ETF (USRT) stake by 0.77% in Q1 2026, selling an estimated $120 and leaving 259 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1993.

Larson Financial Group first reported a position in USRT in Q1 2019 and has held it in 25 quarters since. The position peaked at $137K in Q1 2023. 400 funds tracked by Wall St. Rank hold USRT as of Q1 2026.

  • Larson Financial Group held 259 shares of iShares Core US REIT ETF worth $15.3K as of Q1 2026.
  • Larson Financial Group sold 2 iShares Core US REIT ETF shares in Q1 2026, an estimated $120.
  • iShares Core US REIT ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1993 holding.
  • Larson Financial Group first reported a position in iShares Core US REIT ETF in Q1 2019 and has held it in 25 quarters since.
  • Larson Financial Group's iShares Core US REIT ETF position peaked at $137K in Q1 2023.
  • 400 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.