LB
USRT icon

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
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 		$8.01K 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

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

Legacy Bridge's USRT Position: Q2 2026 in Review

Legacy Bridge held its iShares Core US REIT ETF (USRT) position steady in Q2 2026 at 291 shares worth $19.3K. The position accounts for 0.01% of the portfolio, ranked #259.

Legacy Bridge first reported a position in USRT in Q1 2024 and has held it in 10 quarters since. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Legacy Bridge held 291 shares of iShares Core US REIT ETF worth $19.3K as of Q2 2026.
  • Legacy Bridge left its iShares Core US REIT ETF share count unchanged in Q2 2026.
  • iShares Core US REIT ETF made up 0.01% of Legacy Bridge's portfolio in Q2 2026, its #259 holding.
  • Legacy Bridge first reported a position in iShares Core US REIT ETF in Q1 2024 and has held it in 10 quarters since.
  • 442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Legacy Bridge's 13F filing for Q2 2026, filed 13 Aug 2026.