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 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

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

Ridgewood Investments's USRT Position: Q2 2026 in Review

Ridgewood Investments increased its iShares Core US REIT ETF (USRT) stake by 24% in Q2 2026, buying an estimated $155K and bringing the position to 12,301 shares worth $817K. The position accounts for 0.31% of the portfolio, ranked #105.

Ridgewood Investments first reported a position in USRT in Q1 2023 and has held it in 10 quarters since. 439 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

Ridgewood Investments held 12,301 shares of iShares Core US REIT ETF worth $817K as of Q2 2026.
Ridgewood Investments bought 2,401 iShares Core US REIT ETF shares in Q2 2026, an estimated $155K.
iShares Core US REIT ETF made up 0.31% of Ridgewood Investments's portfolio in Q2 2026, its #105 holding.
Ridgewood Investments first reported a position in iShares Core US REIT ETF in Q1 2023 and has held it in 10 quarters since.
439 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Ridgewood Investments's 13F filing for Q2 2026, filed 3 Aug 2026.