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RDA Financial Network’s iShares Core US REIT ETF USRT Stock Holding History

RDA Financial Network’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 		$392K Buy
5,893
+57
+1% +$3.67K 0.09% 192
2026
Q1 		$345K Buy
5,836
+127
+2% +$7.63K 0.09% 196
2025
Q4 		$325K Sell
5,709
-980
-15% -$56.7K 0.08% 201
2025
Q3 		$393K Sell
6,689
-970
-13% -$55.7K 0.1% 182
2025
Q2 		$433K Sell
7,659
-2,296
-23% -$129K 0.12% 159
2025
Q1 		$573K Sell
9,955
-638
-6% -$37K 0.17% 123
2024
Q4 		$607K Sell
10,593
-9,348
-47% -$562K 0.18% 123
2024
Q3 		$1.23M Sell
19,941
-4,562
-19% -$266K 0.38% 80
2024
Q2 		$1.31M Sell
24,503
-15,014
-38% -$779K 0.43% 66
2024
Q1 		$2.13M Sell
39,517
-1,581
-4% -$83.8K 0.73% 39
2023
Q4 		$2.23M Sell
41,098
-1,349
-3% -$66K 0.85% 31
2023
Q3 		$2M Sell
42,447
-2,968
-7% -$152K 0.87% 33
2023
Q2 		$2.33M Sell
45,415
-11,860
-21% -$594K 0.98% 30
2023
Q1 		$2.89M Sell
57,275
-1,986
-3% -$103K 1.32% 19
2022
Q4 		$2.93M Buy
59,261
+219
+0.4% +$10.9K 1.47% 13
2022
Q3 		$2.8M Sell
59,042
-1,149
-2% -$63.2K 1.53% 12
2022
Q2 		$3.21M Buy
60,191
+599
+1% +$35.2K 1.62% 10
2022
Q1 		$3.85M Buy
59,592
+696
+1% +$43.7K 1.63% 10
2021
Q4 		$3.98M Buy
58,896
+2,329
+4% +$148K 1.62% 10
2021
Q3 		$3.32M Sell
56,567
-515
-0.9% -$31.3K 1.46% 12
2021
Q2 		$3.33M Sell
57,082
-108
-0.2% -$6.13K 1.47% 12
2021
Q1 		$3M Buy
57,190
+863
+2% +$43.4K 1.29% 17
2020
Q4 		$2.73M Sell
56,327
-630
-1% -$29.4K 1.23% 18
2020
Q3 		$2.49M Buy
56,957
+1,543
+3% +$68.8K 1.13% 18
2020
Q2 		$2.41M Sell
55,414
-122
-0.2% -$5.12K 1.2% 16
2020
Q1 		$2.17M Buy
55,536
+3,632
+7% +$185K 1.31% 14
2019
Q4 		$2.9M Sell
51,904
-999
-2% -$55K 1.18% 14
2019
Q3 		$2.94M Sell
52,903
-1,220
-2% -$65.6K 1.25% 14
2019
Q2 		$2.89M Buy
54,123
+959
+2% +$49.9K 1.3% 13
2019
Q1 		$2.77M Buy
+53,164
New +$2.63M 1.31% 13

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

RDA Financial Network's USRT Position: Q2 2026 in Review

RDA Financial Network increased its iShares Core US REIT ETF (USRT) stake by 0.98% in Q2 2026, buying an estimated $3.67K and bringing the position to 5,893 shares worth $392K. The position accounts for 0.09% of the portfolio, ranked #192.

RDA Financial Network first reported a position in USRT in Q1 2019 and has held it in 30 quarters since. The position peaked at $3.98M in Q4 2021. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • RDA Financial Network held 5,893 shares of iShares Core US REIT ETF worth $392K as of Q2 2026.
  • RDA Financial Network bought 57 iShares Core US REIT ETF shares in Q2 2026, an estimated $3.67K.
  • iShares Core US REIT ETF made up 0.09% of RDA Financial Network's portfolio in Q2 2026, its #192 holding.
  • RDA Financial Network first reported a position in iShares Core US REIT ETF in Q1 2019 and has held it in 30 quarters since.
  • RDA Financial Network's iShares Core US REIT ETF position peaked at $3.98M in Q4 2021.
  • 442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on RDA Financial Network's 13F filing for Q2 2026, filed 6 Jul 2026.