Legacy Financial Group (Iowa)
USRT icon

Legacy Financial Group (Iowa)’s iShares Core US REIT ETF USRT Stock Holding History

Legacy Financial Group (Iowa)’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 		$6.59M Sell
111,351
-29
-0% -$1.74K 0.83% 31
2025
Q4 		$6.6M Sell
111,380
-8,793
-7% -$509K 0.82% 32
2025
Q3 		$7.06M Buy
120,173
+2,071
+2% +$119K 0.92% 30
2025
Q2 		$6.68M Buy
118,102
+1,459
+1% +$81.8K 0.93% 27
2025
Q1 		$6.72M Sell
116,643
-2,428
-2% -$141K 1.03% 23
2024
Q4 		$6.82M Sell
119,071
-3,342
-3% -$201K 1.1% 23
2024
Q3 		$7.54M Sell
122,413
-1,252
-1% -$73.1K 1.45% 21
2024
Q2 		$6.62M Sell
123,665
-130,109
-51% -$6.75M 1.3% 22
2024
Q1 		$13.7M Buy
253,774
+241,803
+2,020% +$12.8M 2.76% 11
2023
Q4 		$650K Sell
11,971
-252,983
-95% -$12.4M 2.95% 10
2023
Q3 		$12.5M Buy
264,954
+12,164
+5% +$622K 2.94% 11
2023
Q2 		$13M Buy
252,790
+334
+0.1% +$16.7K 3.35% 8
2023
Q1 		$12.7M Buy
252,456
+7,041
+3% +$364K 3.48% 10
2022
Q4 		$12.1M Buy
245,415
+18,363
+8% +$910K 3.64% 10
2022
Q3 		$10.8M Buy
227,052
+11,262
+5% +$620K 3.6% 11
2022
Q2 		$11.5M Buy
215,790
+88,340
+69% +$5.19M 3.64% 11
2022
Q1 		$8.24M Buy
127,450
+26,750
+27% +$1.68M 2.42% 16
2021
Q4 		$6.64M Sell
100,700
-4,355
-4% -$277K 2.86% 13
2021
Q3 		$6.16M Buy
105,055
+30,242
+40% +$1.84M 1.84% 16
2021
Q2 		$4.37M Buy
74,813
+2,847
+4% +$162K 1.32% 16
2021
Q1 		$3.77M Sell
71,966
-5,850
-8% -$294K 1.31% 16
2020
Q4 		$3.77M Buy
+77,816
New +$3.63M 1.45% 21

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

Legacy Financial Group (Iowa)'s USRT Position: Q1 2026 in Review

Legacy Financial Group (Iowa) reduced its iShares Core US REIT ETF (USRT) stake by 0.03% in Q1 2026, selling an estimated $1.74K and leaving 111,351 shares worth $6.59M. The position accounts for 0.83% of the portfolio, ranked #31.

Legacy Financial Group (Iowa) first reported a position in USRT in Q4 2020 and has held it in 22 quarters since. The position peaked at $13.7M in Q1 2024. 400 funds tracked by Wall St. Rank hold USRT as of Q1 2026.

  • Legacy Financial Group (Iowa) held 111,351 shares of iShares Core US REIT ETF worth $6.59M as of Q1 2026.
  • Legacy Financial Group (Iowa) sold 29 iShares Core US REIT ETF shares in Q1 2026, an estimated $1.74K.
  • iShares Core US REIT ETF made up 0.83% of Legacy Financial Group (Iowa)'s portfolio in Q1 2026, its #31 holding.
  • Legacy Financial Group (Iowa) first reported a position in iShares Core US REIT ETF in Q4 2020 and has held it in 22 quarters since.
  • Legacy Financial Group (Iowa)'s iShares Core US REIT ETF position peaked at $13.7M in Q1 2024.
  • 400 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q1 2026, filed 4 May 2026.