LFG
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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
Q2 		$12.6K Sell
189
-70
-27% -$4.51K ﹤0.01% 2261
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

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

Larson Financial Group's USRT Position: Q2 2026 in Review

Larson Financial Group reduced its iShares Core US REIT ETF (USRT) stake by 27% in Q2 2026, selling an estimated $4.51K and leaving 189 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2261.

Larson Financial Group first reported a position in USRT in Q1 2019 and has held it in 26 quarters since. The position peaked at $137K in Q1 2023. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Larson Financial Group held 189 shares of iShares Core US REIT ETF worth $12.6K as of Q2 2026.
  • Larson Financial Group sold 70 iShares Core US REIT ETF shares in Q2 2026, an estimated $4.51K.
  • iShares Core US REIT ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2261 holding.
  • Larson Financial Group first reported a position in iShares Core US REIT ETF in Q1 2019 and has held it in 26 quarters since.
  • Larson Financial Group's iShares Core US REIT ETF position peaked at $137K in Q1 2023.
  • 442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

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