MW
USRT icon

MBL Wealth’s iShares Core US REIT ETF USRT Stock Holding History

MBL Wealth’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 		$554K Hold
8,332
– – 0.04% 200
2026
Q1 		$493K Hold
8,332
– – 0.04% 203
2025
Q4 		$475K Hold
8,332
– – 0.04% 186
2025
Q3 		$489K Hold
8,332
– – 0.04% 155
2025
Q2 		$471K Hold
8,332
– – 0.05% 147
2025
Q1 		$480K Hold
8,332
– – 0.05% 135
2024
Q4 		$478K Hold
8,332
– – 0.05% 140
2024
Q3 		$513K Hold
8,332
– – 0.06% 133
2024
Q2 		$446K Hold
8,332
– – 0.05% 135
2024
Q1 		$448K Hold
8,332
– – 0.05% 136
2023
Q4 		$452K Hold
8,332
– – 0.06% 122
2023
Q3 		$393K Hold
8,332
– – 0.06% 127
2023
Q2 		$428K Hold
8,332
– – 0.06% 118
2023
Q1 		$420K Hold
8,332
– – 0.07% 109
2022
Q4 		$412K Sell
8,332
-15
-0.2% -$743 0.08% 114
2022
Q3 		$396K Buy
+8,347
New +$459K 0.09% 111

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

MBL Wealth's USRT Position: Q2 2026 in Review

MBL Wealth held its iShares Core US REIT ETF (USRT) position steady in Q2 2026 at 8,332 shares worth $554K. The position accounts for 0.04% of the portfolio, ranked #200.

MBL Wealth first reported a position in USRT in Q3 2022 and has held it in 16 quarters since. 439 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • MBL Wealth held 8,332 shares of iShares Core US REIT ETF worth $554K as of Q2 2026.
  • MBL Wealth left its iShares Core US REIT ETF share count unchanged in Q2 2026.
  • iShares Core US REIT ETF made up 0.04% of MBL Wealth's portfolio in Q2 2026, its #200 holding.
  • MBL Wealth first reported a position in iShares Core US REIT ETF in Q3 2022 and has held it in 16 quarters since.
  • 439 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.