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

Robinswood 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	$31.9K	Hold	480	–	–	0.01%	190
2026 Q1	$28.4K	Sell	480 -25	-5%	-$1.5K	0.01%	194
2025 Q4	$28.8K	Hold	505	–	–	0.01%	184
2025 Q3	$29.7K	Hold	505	–	–	0.01%	180
2025 Q2	$28.6K	Hold	505	–	–	0.01%	179
2025 Q1	$29.1K	Hold	505	–	–	0.01%	171
2024 Q4	$28.9K	Sell	505 -268	-35%	-$16.1K	0.01%	150
2024 Q3	$47.6K	Hold	773	–	–	0.02%	127
2024 Q2	$41.4K	Hold	773	–	–	0.02%	131
2024 Q1	$40.9K	Buy	773 +208	+37%	+$11K	0.02%	104
2023 Q4	$30.7K	Buy	565 +25	+5%	+$1.22K	0.01%	107
2023 Q3	$25.5K	Buy	+540	New	+$27.6K	0.01%	111

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

Robinswood Financial's USRT Position: Q2 2026 in Review

Robinswood Financial held its iShares Core US REIT ETF (USRT) position steady in Q2 2026 at 480 shares worth $31.9K. The position accounts for 0.01% of the portfolio, ranked #190.

Robinswood Financial first reported a position in USRT in Q3 2023 and has held it in 12 quarters since. The position peaked at $47.6K in Q3 2024. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

Robinswood Financial held 480 shares of iShares Core US REIT ETF worth $31.9K as of Q2 2026.
Robinswood Financial left its iShares Core US REIT ETF share count unchanged in Q2 2026.
iShares Core US REIT ETF made up 0.01% of Robinswood Financial's portfolio in Q2 2026, its #190 holding.
Robinswood Financial first reported a position in iShares Core US REIT ETF in Q3 2023 and has held it in 12 quarters since.
Robinswood Financial's iShares Core US REIT ETF position peaked at $47.6K in Q3 2024.
442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Robinswood Financial's 13F filing for Q2 2026, filed 15 Jul 2026.