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Parkside Financial Bank & Trust’s iShares Core US REIT ETF USRT Stock Holding History

Parkside Financial Bank & Trust’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 		$740K Buy
11,131
+24
+0.2% +$1.55K 0.05% 222
2026
Q1 		$657K Buy
11,107
+15
+0.1% +$901 0.05% 220
2025
Q4 		$632K Buy
11,092
+50
+0.5% +$2.9K 0.05% 228
2025
Q3 		$648K Buy
11,042
+29
+0.3% +$1.67K 0.05% 208
2025
Q2 		$623K Buy
11,013
+7,813
+244% +$438K 0.07% 208
2025
Q1 		$184K Hold
3,200
– – 0.02% 404
2024
Q4 		$183K Hold
3,200
– – 0.02% 399
2024
Q3 		$197K Buy
+3,200
New +$187K 0.03% 371
2023
Q4 		– Sell
-2,500
Closed -$118K – 2185
2023
Q3 		$118K Hold
2,500
– – 0.03% 371
2023
Q2 		$129K Buy
+2,500
New +$125K 0.03% 351

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

Parkside Financial Bank & Trust's USRT Position: Q2 2026 in Review

Parkside Financial Bank & Trust increased its iShares Core US REIT ETF (USRT) stake by 0.22% in Q2 2026, buying an estimated $1.55K and bringing the position to 11,131 shares worth $740K. The position accounts for 0.05% of the portfolio, ranked #222.

Parkside Financial Bank & Trust first reported a position in USRT in Q2 2023 and has held it in 10 quarters since. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Parkside Financial Bank & Trust held 11,131 shares of iShares Core US REIT ETF worth $740K as of Q2 2026.
  • Parkside Financial Bank & Trust bought 24 iShares Core US REIT ETF shares in Q2 2026, an estimated $1.55K.
  • iShares Core US REIT ETF made up 0.05% of Parkside Financial Bank & Trust's portfolio in Q2 2026, its #222 holding.
  • Parkside Financial Bank & Trust first reported a position in iShares Core US REIT ETF in Q2 2023 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 Parkside Financial Bank & Trust's 13F filing for Q2 2026, filed 4 Sep 2026.