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

Prosperity Planning’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 		$5.17M Buy
77,786
+625
+0.8% +$40.3K 1.18% 22
2026
Q1 		$4.57M Buy
77,161
+2,044
+3% +$123K 1.16% 23
2025
Q4 		$4.28M Buy
75,117
+4,684
+7% +$271K 1.12% 23
2025
Q3 		$4.14M Buy
70,433
+2,895
+4% +$166K 1.12% 23
2025
Q2 		$3.82M Buy
67,538
+1,180
+2% +$66.1K 1.1% 24
2025
Q1 		$3.82M Sell
66,358
-117
-0.2% -$6.78K 1.2% 23
2024
Q4 		$3.81M Buy
66,475
+707
+1% +$42.5K 1.22% 22
2024
Q3 		$4.05M Buy
65,768
+1,121
+2% +$65.4K 1.28% 18
2024
Q2 		$3.46M Buy
64,647
+2,248
+4% +$117K 1.18% 20
2024
Q1 		$3.36M Buy
62,399
+1,873
+3% +$99.2K 1.16% 21
2023
Q4 		$3.29M Sell
60,526
-189
-0.3% -$9.24K 1.23% 21
2023
Q3 		$2.86M Buy
60,715
+853
+1% +$43.7K 1.2% 21
2023
Q2 		$3.08M Buy
59,862
+2,990
+5% +$150K 1.27% 22
2023
Q1 		$2.87M Buy
56,872
+3,938
+7% +$204K 1.25% 21
2022
Q4 		$2.81M Hold
52,934
– – 1.39% 21
2022
Q3 		$2.51M Buy
52,934
+5,398
+11% +$297K 1.31% 23
2022
Q2 		$2.83M Buy
+47,536
New +$2.8M 1.44% 19
2022
Q1 		– Hold
0
– – – 17
2021
Q4 		– Hold
0
– – – 18
2021
Q3 		– Hold
0
– – – 20
2021
Q2 		– Sell
-45,833
Closed -$2.6M – 18
2021
Q1 		$2.4M Buy
45,833
+4,697
+11% +$236K 1.71% 18
2020
Q4 		$1.99M Buy
+41,136
New +$1.92M 1.69% 19

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 Planning's USRT Position: Q2 2026 in Review

Prosperity Planning increased its iShares Core US REIT ETF (USRT) stake by 0.81% in Q2 2026, buying an estimated $40.3K and bringing the position to 77,786 shares worth $5.17M. The position accounts for 1.18% of the portfolio, ranked #22.

Prosperity Planning first reported a position in USRT in Q4 2020 and has held it in 19 quarters since. 440 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Prosperity Planning held 77,786 shares of iShares Core US REIT ETF worth $5.17M as of Q2 2026.
  • Prosperity Planning bought 625 iShares Core US REIT ETF shares in Q2 2026, an estimated $40.3K.
  • iShares Core US REIT ETF made up 1.18% of Prosperity Planning's portfolio in Q2 2026, its #22 holding.
  • Prosperity Planning first reported a position in iShares Core US REIT ETF in Q4 2020 and has held it in 19 quarters since.
  • 440 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Prosperity Planning's 13F filing for Q2 2026, filed 10 Jul 2026.