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 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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

RHS Financial's USRT Position: Q2 2026 in Review

RHS Financial reduced its iShares Core US REIT ETF (USRT) stake by 21% in Q2 2026, selling an estimated $241K and leaving 13,989 shares worth $930K. The position accounts for 0.38% of the portfolio, ranked #64.

RHS Financial first reported a position in USRT in Q1 2025 and has held it in 4 quarters since. The position peaked at $1.05M in Q1 2026. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

RHS Financial held 13,989 shares of iShares Core US REIT ETF worth $930K as of Q2 2026.
RHS Financial sold 3,744 iShares Core US REIT ETF shares in Q2 2026, an estimated $241K.
iShares Core US REIT ETF made up 0.38% of RHS Financial's portfolio in Q2 2026, its #64 holding.
RHS Financial first reported a position in iShares Core US REIT ETF in Q1 2025 and has held it in 4 quarters since.
RHS Financial's iShares Core US REIT ETF position peaked at $1.05M in Q1 2026.
442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on RHS Financial's 13F filing for Q2 2026, filed 7 Aug 2026.