RW
USRT icon

REDW Wealth’s iShares Core US REIT ETF USRT Stock Holding History

REDW Wealth’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 		$367K Buy
5,523
+2
+0% +$129 0.13% 78
2026
Q1 		$327K Buy
5,521
+1
+0% +$60 0.13% 81
2025
Q4 		$314K Buy
5,520
+4
+0.1% +$232 0.12% 83
2025
Q3 		$324K Buy
5,516
+2
+0% +$115 0.12% 82
2025
Q2 		$312K Buy
5,514
+523
+10% +$29.3K 0.12% 76
2025
Q1 		$287K Sell
4,991
-122
-2% -$7.07K 0.11% 80
2024
Q4 		$293K Sell
5,113
-1,998
-28% -$120K 0.1% 81
2024
Q3 		$438K Buy
7,111
+88
+1% +$5.14K 0.11% 98
2024
Q2 		$376K Buy
7,023
+4
+0.1% +$208 0.1% 108
2024
Q1 		$378K Sell
7,019
-2,199
-24% -$116K 0.1% 106
2023
Q4 		$500K Sell
9,218
-2,258
-20% -$110K 0.14% 77
2023
Q3 		$541K Buy
11,476
+2,071
+22% +$106K 0.17% 71
2023
Q2 		$483K Sell
9,405
-998
-10% -$50K 0.14% 85
2023
Q1 		$524K Hold
10,403
– – 0.17% 76
2022
Q4 		$514K Buy
+10,403
New +$516K 0.18% 66
2022
Q2 		– Sell
-3,769
Closed -$244K – 130
2022
Q1 		$244K Hold
3,769
– – 0.07% 109
2021
Q4 		$255K Sell
3,769
-11
-0.3% -$700 0.07% 104
2021
Q3 		$222K Sell
3,780
-38
-1% -$2.31K 0.07% 106
2021
Q2 		$223K Sell
3,818
-649
-15% -$36.8K 0.07% 111
2021
Q1 		$234K Sell
4,467
-90
-2% -$4.53K 0.08% 99
2020
Q4 		$221K Sell
4,557
-1,940
-30% -$90.5K 0.08% 88
2020
Q3 		$284K Hold
6,497
– – 0.12% 70
2020
Q2 		$282K Buy
+6,497
New +$273K 0.14% 65

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

REDW Wealth's USRT Position: Q2 2026 in Review

REDW Wealth increased its iShares Core US REIT ETF (USRT) stake by 0.04% in Q2 2026, buying an estimated $129 and bringing the position to 5,523 shares worth $367K. The position accounts for 0.13% of the portfolio, ranked #78.

REDW Wealth first reported a position in USRT in Q2 2020 and has held it in 23 quarters since. The position peaked at $541K in Q3 2023. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • REDW Wealth held 5,523 shares of iShares Core US REIT ETF worth $367K as of Q2 2026.
  • REDW Wealth bought 2 iShares Core US REIT ETF shares in Q2 2026, an estimated $129.
  • iShares Core US REIT ETF made up 0.13% of REDW Wealth's portfolio in Q2 2026, its #78 holding.
  • REDW Wealth first reported a position in iShares Core US REIT ETF in Q2 2020 and has held it in 23 quarters since.
  • REDW Wealth's iShares Core US REIT ETF position peaked at $541K in Q3 2023.
  • 442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on REDW Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.