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Prosperity Financial Group’s iShares Core US REIT ETF USRT Stock Holding History

Prosperity Financial Group’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 		$292K Buy
+4,396
New +$283K 0.09% 152
2024
Q4 		– Sell
-4,665
Closed -$287K – 192
2024
Q3 		$287K Buy
+4,665
New +$272K 0.16% 112
2024
Q2 		– Sell
-5,369
Closed -$289K – 158
2024
Q1 		$289K Buy
5,369
+13
+0.2% +$689 0.18% 112
2023
Q4 		$291K Buy
+5,356
New +$262K 0.2% 95

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

Prosperity Financial Group's USRT Position: Q2 2026 in Review

Prosperity Financial Group opened a new position in iShares Core US REIT ETF (USRT) in Q2 2026: 4,396 shares worth $292K. The stake represents 0.09% of the portfolio and ranks #152 among its holdings. This is a return to the name: Prosperity Financial Group previously reported a position in USRT as recently as Q3 2024.

Prosperity Financial Group first reported a position in USRT in Q4 2023 and has held it in 4 quarters since. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Prosperity Financial Group held 4,396 shares of iShares Core US REIT ETF worth $292K as of Q2 2026.
  • iShares Core US REIT ETF was a new Prosperity Financial Group position in Q2 2026.
  • iShares Core US REIT ETF made up 0.09% of Prosperity Financial Group's portfolio in Q2 2026, its #152 holding.
  • Prosperity Financial Group first reported a position in iShares Core US REIT ETF in Q4 2023 and has held it in 4 quarters since.
  • 442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.