Root Financial Partners
USRT icon

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
Q3 		$30.5K Buy
+496
New +$32.9K ﹤0.01% 1333
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
TCOT
Trust Company of Tennessee Knoxville, Tennessee $565M AUM 11.71% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return
Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Disciplina Capital Management
Disciplina Capital Management Nashville, Tennessee $1.03B AUM 5.68% 1-Year Est. Return

Root Financial Partners's USRT Position: Q3 2026 in Review

Root Financial Partners opened a new position in iShares Core US REIT ETF (USRT) in Q3 2026: 496 shares worth $30.5K. The stake represents ﹤0.01% of the portfolio and ranks #1333 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in USRT as recently as Q1 2026.

Root Financial Partners first reported a position in USRT in Q3 2025 and has held it in 4 quarters since. The position peaked at $32.4K in Q1 2026. 416 funds tracked by Wall St. Rank hold USRT as of Q3 2026.

  • Root Financial Partners held 496 shares of iShares Core US REIT ETF worth $30.5K as of Q3 2026.
  • iShares Core US REIT ETF was a new Root Financial Partners position in Q3 2026.
  • iShares Core US REIT ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1333 holding.
  • Root Financial Partners first reported a position in iShares Core US REIT ETF in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's iShares Core US REIT ETF position peaked at $32.4K in Q1 2026.
  • 416 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.