Legacy Bridge’s iShares Core US REIT ETF USRT Stock Holding History

Legacy Bridge’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	$17.9K	Hold	291	–	–	0.01%	258
2026 Q2	$19.3K	Hold	291	–	–	0.01%	259
2026 Q1	$17.2K	Buy	291 +73	+33%	+$4.39K	0.01%	259
2025 Q4	$12.4K	Sell	218 -61	-22%	-$3.53K	0.01%	290
2025 Q3	$16.4K	Hold	279	–	–	0.01%	242
2025 Q2	$15.8K	Buy	279 +13	+5%	+$729	0.01%	237
2025 Q1	$15.3K	Buy	266 +61	+30%	+$3.53K	0.01%	228
2024 Q4	$11.7K	Buy	205 +75	+58%	+$4.51K	0.01%	252
2024 Q3	$8K	Buy	130 +25	+24%	+$1.46K	﹤0.01%	265
2024 Q2	$5.62K	Buy	105 +50	+91%	+$2.59K	﹤0.01%	266
2024 Q1	$2.96K	Buy	+55	New	+$2.91K	﹤0.01%	304

Other funds holding USRT

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Disciplina Capital Management Nashville, Tennessee $1.03B AUM 5.68% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 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

Legacy Bridge's USRT Position: Q3 2026 in Review

Legacy Bridge held its iShares Core US REIT ETF (USRT) position steady in Q3 2026 at 291 shares worth $17.9K. The position accounts for 0.01% of the portfolio, ranked #258.

Legacy Bridge first reported a position in USRT in Q1 2024 and has held it in 11 quarters since. The position peaked at $19.3K in Q2 2026. 272 funds tracked by Wall St. Rank hold USRT as of Q3 2026.

Legacy Bridge held 291 shares of iShares Core US REIT ETF worth $17.9K as of Q3 2026.
Legacy Bridge left its iShares Core US REIT ETF share count unchanged in Q3 2026.
iShares Core US REIT ETF made up 0.01% of Legacy Bridge's portfolio in Q3 2026, its #258 holding.
Legacy Bridge first reported a position in iShares Core US REIT ETF in Q1 2024 and has held it in 11 quarters since.
Legacy Bridge's iShares Core US REIT ETF position peaked at $19.3K in Q2 2026.
272 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2026.

Based on Legacy Bridge's 13F filing for Q3 2026, filed 28 Oct 2026.