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Millington Financial Advisors’s iShares Core US REIT ETF USRT Stock Holding History

Millington Financial Advisors’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 		$4.32M Buy
62,738
+3,098
+5% +$200K 1.7% 18
2026
Q1 		$3.78M Buy
59,640
+4,295
+8% +$258K 1.59% 17
2025
Q4 		$3.34M Buy
55,345
+6,033
+12% +$349K 1.48% 18
2025
Q3 		$2.82M Buy
49,312
+2,925
+6% +$168K 1.37% 22
2025
Q2 		$2.69M Buy
46,387
+17,737
+62% +$994K 1.36% 23
2025
Q1 		$1.52M Buy
28,650
+4,293
+18% +$249K 0.93% 36
2024
Q4 		$1.41M Buy
24,357
+9,860
+68% +$593K 0.82% 38
2024
Q3 		$893K Buy
14,497
+1,454
+11% +$84.9K 0.56% 45
2024
Q2 		$699K Sell
13,043
-555
-4% -$28.8K 0.49% 45
2024
Q1 		$732K Sell
13,598
-462
-3% -$24.5K 0.52% 46
2023
Q4 		$763K Buy
14,060
+278
+2% +$13.6K 0.61% 46
2023
Q3 		$650K Buy
13,782
+330
+2% +$16.9K 0.58% 45
2023
Q2 		$692K Sell
13,452
-3,840
-22% -$192K 0.62% 44
2023
Q1 		$872K Sell
17,292
-108
-0.6% -$5.59K 0.81% 42
2022
Q4 		$860K Buy
+17,400
New +$862K 0.84% 41

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

Millington Financial Advisors's USRT Position: Q2 2026 in Review

Millington Financial Advisors increased its iShares Core US REIT ETF (USRT) stake by 5.2% in Q2 2026, buying an estimated $200K and bringing the position to 62,738 shares worth $4.32M. The position accounts for 1.7% of the portfolio, ranked #18.

Millington Financial Advisors first reported a position in USRT in Q4 2022 and has held it in 15 quarters since. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Millington Financial Advisors held 62,738 shares of iShares Core US REIT ETF worth $4.32M as of Q2 2026.
  • Millington Financial Advisors bought 3,098 iShares Core US REIT ETF shares in Q2 2026, an estimated $200K.
  • iShares Core US REIT ETF made up 1.7% of Millington Financial Advisors's portfolio in Q2 2026, its #18 holding.
  • Millington Financial Advisors first reported a position in iShares Core US REIT ETF in Q4 2022 and has held it in 15 quarters since.
  • 442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Millington Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.