RF
USRT icon

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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
TCOT
Trust Company of Tennessee Knoxville, Tennessee $572M AUM 19.47% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
DCM
Disciplina Capital Management Nashville, Tennessee $944M AUM 10.02% 1-Year Est. Return

RHS Financial's USRT Position: Q1 2026 in Review

RHS Financial increased its iShares Core US REIT ETF (USRT) stake by 143% in Q1 2026, buying an estimated $628K and bringing the position to 17,733 shares worth $1.05M. The position accounts for 0.5% of the portfolio, ranked #49.

RHS Financial first reported a position in USRT in Q1 2025 and has held it in 3 quarters since. 401 funds tracked by Wall St. Rank hold USRT as of Q1 2026.

  • RHS Financial held 17,733 shares of iShares Core US REIT ETF worth $1.05M as of Q1 2026.
  • RHS Financial bought 10,447 iShares Core US REIT ETF shares in Q1 2026, an estimated $628K.
  • iShares Core US REIT ETF made up 0.5% of RHS Financial's portfolio in Q1 2026, its #49 holding.
  • RHS Financial first reported a position in iShares Core US REIT ETF in Q1 2025 and has held it in 3 quarters since.
  • 401 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2026.

Based on RHS Financial's 13F filing for Q1 2026, filed 28 Apr 2026.