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

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return