RDA Financial Network
USRT icon

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
Q3 		$500K Buy
8,125
+2,232
+38% +$148K 0.11% 151
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 		$2.18M 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

TCOT
Trust Company of Tennessee Knoxville, Tennessee $565M AUM 11.71% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
Financial & Tax Architects
Financial & Tax Architects St Louis, Missouri $486M AUM 10.48% 1-Year Est. Return
93 Financial Group
93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return
S.R. Schill & Associates
S.R. Schill & Associates Mercer Island, Washington $159M AUM 9.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

RDA Financial Network's USRT Position: Q3 2026 in Review

RDA Financial Network increased its iShares Core US REIT ETF (USRT) stake by 38% in Q3 2026, buying an estimated $148K and bringing the position to 8,125 shares worth $500K. The position accounts for 0.11% of the portfolio, ranked #151.

RDA Financial Network first reported a position in USRT in Q1 2019 and has held it in 31 quarters since. The position peaked at $3.98M in Q4 2021. 137 funds tracked by Wall St. Rank hold USRT as of Q3 2026.

  • RDA Financial Network held 8,125 shares of iShares Core US REIT ETF worth $500K as of Q3 2026.
  • RDA Financial Network bought 2,232 iShares Core US REIT ETF shares in Q3 2026, an estimated $148K.
  • iShares Core US REIT ETF made up 0.11% of RDA Financial Network's portfolio in Q3 2026, its #151 holding.
  • RDA Financial Network first reported a position in iShares Core US REIT ETF in Q1 2019 and has held it in 31 quarters since.
  • RDA Financial Network's iShares Core US REIT ETF position peaked at $3.98M in Q4 2021.
  • 137 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2026.

Based on RDA Financial Network's 13F filing for Q3 2026, filed 15 Oct 2026.