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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
Q3 		$4.83M Buy
78,362
+576
+0.7% +$38.2K 1.07% 25
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MLFP
MPS Loria Financial Planners Burr Ridge, Illinois $527M AUM 17.98% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
SPWM
Spartan Planning & Wealth Management Greensboro, North Carolina $153M AUM 30.75% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return

Prosperity Planning's USRT Position: Q3 2026 in Review

Prosperity Planning increased its iShares Core US REIT ETF (USRT) stake by 0.74% in Q3 2026, buying an estimated $38.2K and bringing the position to 78,362 shares worth $4.83M. The position accounts for 1.07% of the portfolio, ranked #25.

Prosperity Planning first reported a position in USRT in Q4 2020 and has held it in 20 quarters since. The position peaked at $5.17M in Q2 2026. 60 funds tracked by Wall St. Rank hold USRT as of Q3 2026.

  • Prosperity Planning held 78,362 shares of iShares Core US REIT ETF worth $4.83M as of Q3 2026.
  • Prosperity Planning bought 576 iShares Core US REIT ETF shares in Q3 2026, an estimated $38.2K.
  • iShares Core US REIT ETF made up 1.07% of Prosperity Planning's portfolio in Q3 2026, its #25 holding.
  • Prosperity Planning first reported a position in iShares Core US REIT ETF in Q4 2020 and has held it in 20 quarters since.
  • Prosperity Planning's iShares Core US REIT ETF position peaked at $5.17M in Q2 2026.
  • 60 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2026.

Based on Prosperity Planning's 13F filing for Q3 2026, filed 9 Oct 2026.