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

RHS Financial’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	$650K	Sell	10,562 -3,427	-24%	-$227K	0.22%	85
2026 Q2	$930K	Sell	13,989 -3,744	-21%	-$241K	0.38%	64
2026 Q1	$1.05M	Buy	17,733 +10,447	+143%	+$628K	0.5%	49
2025 Q4	$415K	Buy	+7,286	New	+$422K	0.2%	75
2025 Q2	–	Sell	-7,469	Closed	-$430K	–	150
2025 Q1	$430K	Buy	+7,469	New	+$433K	0.24%	78

Other funds holding USRT

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

TCOT

Trust Company of Tennessee Knoxville, Tennessee $565M AUM 11.71% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Disciplina Capital Management Nashville, Tennessee $1.03B AUM 5.68% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

RHS Financial's USRT Position: Q3 2026 in Review

RHS Financial reduced its iShares Core US REIT ETF (USRT) stake by 24% in Q3 2026, selling an estimated $227K and leaving 10,562 shares worth $650K. The position accounts for 0.22% of the portfolio, ranked #85.

RHS Financial first reported a position in USRT in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.05M in Q1 2026. 319 funds tracked by Wall St. Rank hold USRT as of Q3 2026.

RHS Financial held 10,562 shares of iShares Core US REIT ETF worth $650K as of Q3 2026.
RHS Financial sold 3,427 iShares Core US REIT ETF shares in Q3 2026, an estimated $227K.
iShares Core US REIT ETF made up 0.22% of RHS Financial's portfolio in Q3 2026, its #85 holding.
RHS Financial first reported a position in iShares Core US REIT ETF in Q1 2025 and has held it in 5 quarters since.
RHS Financial's iShares Core US REIT ETF position peaked at $1.05M in Q1 2026.
319 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2026.

Based on RHS Financial's 13F filing for Q3 2026, filed 13 Oct 2026.