RFG
USRT icon

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

Range 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 		$997K Sell
15,001
-200
-1% -$12.9K 0.27% 101
2026
Q1 		$900K Sell
15,201
-78
-0.5% -$4.69K 0.3% 97
2025
Q4 		$870K Buy
15,279
+57
+0.4% +$3.3K 0.3% 97
2025
Q3 		$894K Buy
15,222
+172
+1% +$9.87K 0.32% 93
2025
Q2 		$851K Buy
15,050
+65
+0.4% +$3.64K 0.33% 93
2025
Q1 		$863K Buy
14,985
+108
+0.7% +$6.25K 0.38% 87
2024
Q4 		$853K Buy
+14,877
New +$895K 0.39% 79
2024
Q3 		– Sell
-14,836
Closed -$795K – 179
2024
Q2 		$795K Buy
14,836
+309
+2% +$16K 0.41% 80
2024
Q1 		$782K Buy
14,527
+741
+5% +$39.3K 0.41% 82
2023
Q4 		$748K Buy
13,786
+132
+1% +$6.46K 0.45% 75
2023
Q3 		$644K Buy
13,654
+207
+2% +$10.6K 0.43% 81
2023
Q2 		$691K Buy
13,447
+101
+0.8% +$5.05K 0.44% 80
2023
Q1 		$673K Sell
13,346
-191
-1% -$9.89K 0.44% 85
2022
Q4 		$669K Buy
13,537
+130
+1% +$6.44K 0.46% 90
2022
Q3 		$637K Sell
13,407
-190
-1% -$10.5K 0.49% 85
2022
Q2 		$726K Sell
13,597
-59
-0.4% -$3.47K 0.53% 77
2022
Q1 		$883K Buy
13,656
+7
+0.1% +$440 0.56% 69
2021
Q4 		$923K Sell
13,649
-29
-0.2% -$1.84K 0.61% 67
2021
Q3 		$802K Sell
13,678
-48
-0.3% -$2.92K 0.58% 70
2021
Q2 		$801K Sell
13,726
-809
-6% -$45.9K 0.59% 66
2021
Q1 		$762K Buy
+14,535
New +$731K 0.69% 60

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

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

Range Financial Group reduced its iShares Core US REIT ETF (USRT) stake by 1.3% in Q2 2026, selling an estimated $12.9K and leaving 15,001 shares worth $997K. The position accounts for 0.27% of the portfolio, ranked #101.

Range Financial Group first reported a position in USRT in Q1 2021 and has held it in 21 quarters since. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Range Financial Group held 15,001 shares of iShares Core US REIT ETF worth $997K as of Q2 2026.
  • Range Financial Group sold 200 iShares Core US REIT ETF shares in Q2 2026, an estimated $12.9K.
  • iShares Core US REIT ETF made up 0.27% of Range Financial Group's portfolio in Q2 2026, its #101 holding.
  • Range Financial Group first reported a position in iShares Core US REIT ETF in Q1 2021 and has held it in 21 quarters since.
  • 442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Range Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.