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Roble Belko & Company’s iShares Core US REIT ETF USRT Stock Holding History

Roble Belko & Company’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 		$3.75M Buy
56,493
+4,384
+8% +$282K 0.41% 30
2026
Q1 		$3.08M Buy
52,109
+18,876
+57% +$1.13M 0.39% 32
2025
Q4 		$1.89M Buy
33,233
+12
+0% +$695 0.25% 39
2025
Q3 		$1.95M Sell
33,221
-11
-0% -$631 0.26% 38
2025
Q2 		$1.88M Buy
33,232
+5,994
+22% +$336K 0.27% 39
2025
Q1 		$1.57M Sell
27,238
-1,028
-4% -$59.5K 0.25% 44
2024
Q4 		$1.62M Buy
28,266
+16
+0.1% +$962 0.26% 43
2024
Q3 		$1.74M Sell
28,250
-251
-0.9% -$14.7K 0.27% 40
2024
Q2 		$1.53M Buy
28,501
+530
+2% +$27.5K 0.26% 41
2024
Q1 		$1.5M Sell
27,971
-316
-1% -$16.7K 0.26% 42
2023
Q4 		$1.54M Buy
28,287
+4,239
+18% +$207K 0.29% 40
2023
Q3 		$1.14M Buy
24,048
+6,338
+36% +$324K 0.23% 44
2023
Q2 		$910K Sell
17,710
-888
-5% -$44.4K 0.18% 47
2023
Q1 		$937K Buy
18,598
+7,426
+66% +$384K 0.19% 50
2022
Q4 		$552K Buy
11,172
+6,897
+161% +$342K 0.12% 62
2022
Q3 		$203K Sell
4,275
-16,361
-79% -$901K 0.05% 93
2022
Q2 		$1.1M Buy
20,636
+6,843
+50% +$402K 0.25% 45
2022
Q1 		$892K Buy
13,793
+12,287
+816% +$772K 0.17% 50
2021
Q4 		$102K Buy
1,506
+13
+0.9% +$827 0.02% 131
2021
Q3 		$88K Sell
1,493
-284
-16% -$17.3K 0.02% 124
2021
Q2 		$104K Buy
1,777
+1
+0.1% +$57 0.02% 123
2021
Q1 		$93K Buy
1,776
+1
+0.1% +$50 0.02% 121
2020
Q4 		$86K Sell
1,775
-705
-28% -$32.9K 0.02% 117
2020
Q3 		$108K Buy
2,480
+1
+0% +$45 0.03% 108
2020
Q2 		$108K Buy
2,479
+1
+0% +$42 0.03% 109
2020
Q1 		$97K Buy
+2,478
New +$127K 0.03% 116

Other funds holding USRT

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Roble Belko & Company's USRT Position: Q2 2026 in Review

Roble Belko & Company increased its iShares Core US REIT ETF (USRT) stake by 8.4% in Q2 2026, buying an estimated $282K and bringing the position to 56,493 shares worth $3.75M. The position accounts for 0.41% of the portfolio, ranked #30.

Roble Belko & Company first reported a position in USRT in Q1 2020 and has held it in 26 quarters since. 440 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Roble Belko & Company held 56,493 shares of iShares Core US REIT ETF worth $3.75M as of Q2 2026.
  • Roble Belko & Company bought 4,384 iShares Core US REIT ETF shares in Q2 2026, an estimated $282K.
  • iShares Core US REIT ETF made up 0.41% of Roble Belko & Company's portfolio in Q2 2026, its #30 holding.
  • Roble Belko & Company first reported a position in iShares Core US REIT ETF in Q1 2020 and has held it in 26 quarters since.
  • 440 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Roble Belko & Company's 13F filing for Q2 2026, filed 24 Jul 2026.