RFP
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Root Financial Partners’s iShares Core US REIT ETF USRT Stock Holding History

Root Financial Partners’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 		– Sell
-548
Closed -$32.4K – 3048
2026
Q1 		$32.4K Hold
548
– – ﹤0.01% 1072
2025
Q4 		$31.2K Buy
548
+57
+12% +$3.3K ﹤0.01% 921
2025
Q3 		$28.8K Buy
+491
New +$28.2K ﹤0.01% 914

Other funds holding USRT

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MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
9FG
93 Financial Group Woburn, Massachusetts $253M AUM
FTA
Financial & Tax Architects St Louis, Missouri $474M AUM 16.26% 1-Year Est. Return
SRSA
S.R. Schill & Associates Mercer Island, Washington $166M AUM 17.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Root Financial Partners's USRT Position: Q2 2026 in Review

Root Financial Partners sold out of iShares Core US REIT ETF (USRT) in Q2 2026, closing a stake of 548 shares — an estimated $32.4K sold.

Root Financial Partners first reported a position in USRT in Q3 2025 and held it in 3 quarters. The position peaked at $32.4K in Q1 2026. 174 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Root Financial Partners reported no remaining iShares Core US REIT ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 548 iShares Core US REIT ETF shares in Q2 2026, an estimated $32.4K.
  • Root Financial Partners first reported a position in iShares Core US REIT ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's iShares Core US REIT ETF position peaked at $32.4K in Q1 2026.
  • 174 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.