RI
USRT icon

Ridgewood Investments’s iShares Core US REIT ETF USRT Stock Holding History

Ridgewood Investments’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 		$982K Buy
15,942
+3,641
+30% +$241K 0.36% 83
2026
Q2 		$817K Buy
12,301
+2,401
+24% +$155K 0.31% 105
2026
Q1 		$586K Buy
+9,900
New +$595K 0.24% 123
2025
Q3 		$419K Buy
7,128
+946
+15% +$54.3K 0.18% 143
2025
Q2 		$350K Buy
6,182
+2,118
+52% +$119K 0.15% 153
2025
Q1 		$234K Buy
4,064
+1,580
+64% +$91.5K 0.11% 171
2024
Q4 		$142K Buy
2,484
+1,256
+102% +$75.6K 0.07% 198
2024
Q3 		$75.6K Buy
1,228
+620
+102% +$36.2K 0.04% 260
2024
Q2 		$32.6K Buy
+608
New +$31.5K 0.02% 382
2023
Q3 		– Sell
-95
Closed -$4.88K – 735
2023
Q2 		$4.88K Hold
95
– – ﹤0.01% 602
2023
Q1 		$4.79K Buy
+95
New +$4.92K ﹤0.01% 603

Other funds holding USRT

BWM
Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

Ridgewood Investments's USRT Position: Q3 2026 in Review

Ridgewood Investments increased its iShares Core US REIT ETF (USRT) stake by 30% in Q3 2026, buying an estimated $241K and bringing the position to 15,942 shares worth $982K. The position accounts for 0.36% of the portfolio, ranked #83.

Ridgewood Investments first reported a position in USRT in Q1 2023 and has held it in 11 quarters since. 27 funds tracked by Wall St. Rank hold USRT as of Q3 2026.

  • Ridgewood Investments held 15,942 shares of iShares Core US REIT ETF worth $982K as of Q3 2026.
  • Ridgewood Investments bought 3,641 iShares Core US REIT ETF shares in Q3 2026, an estimated $241K.
  • iShares Core US REIT ETF made up 0.36% of Ridgewood Investments's portfolio in Q3 2026, its #83 holding.
  • Ridgewood Investments first reported a position in iShares Core US REIT ETF in Q1 2023 and has held it in 11 quarters since.
  • 27 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2026.

Based on Ridgewood Investments's 13F filing for Q3 2026, filed 5 Oct 2026.