Salomon & Ludwin’s iShares Core US REIT ETF USRT Stock Holding History

Salomon & Ludwin’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	$3.57K	Hold	58	–	–	﹤0.01%	1530
2026 Q2	$3.86K	Hold	58	–	–	﹤0.01%	1874
2026 Q1	$3.49K	Hold	58	–	–	﹤0.01%	1850
2025 Q4	$3.31K	Hold	58	–	–	﹤0.01%	1910
2025 Q3	$3.41K	Hold	58	–	–	﹤0.01%	1865
2025 Q2	$3.31K	Hold	58	–	–	﹤0.01%	603
2025 Q1	$3.34K	Hold	58	–	–	﹤0.01%	548
2024 Q4	$3.32K	Hold	58	–	–	﹤0.01%	546
2024 Q3	$3.57K	Hold	58	–	–	﹤0.01%	556
2024 Q2	$3.11K	Hold	58	–	–	﹤0.01%	568
2024 Q1	$3.12K	Hold	58	–	–	﹤0.01%	690
2023 Q4	$2.74K	Hold	58	–	–	﹤0.01%	635
2023 Q3	$2.74K	Buy	+58	New	+$2.97K	﹤0.01%	633

Other funds holding USRT

TCOT

Trust Company of Tennessee Knoxville, Tennessee $565M AUM 11.71% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Blueprint Investment Partners Greensboro, North Carolina $1.24B AUM 24.95% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Financial & Tax Architects St Louis, Missouri $486M AUM 10.48% 1-Year Est. Return

93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return

Salomon & Ludwin's USRT Position: Q3 2026 in Review

Salomon & Ludwin held its iShares Core US REIT ETF (USRT) position steady in Q3 2026 at 58 shares worth $3.57K. The position accounts for ﹤0.01% of the portfolio, ranked #1530.

Salomon & Ludwin first reported a position in USRT in Q3 2023 and has held it in 13 quarters since. The position peaked at $3.86K in Q2 2026. 234 funds tracked by Wall St. Rank hold USRT as of Q3 2026.

Salomon & Ludwin held 58 shares of iShares Core US REIT ETF worth $3.57K as of Q3 2026.
Salomon & Ludwin left its iShares Core US REIT ETF share count unchanged in Q3 2026.
iShares Core US REIT ETF made up ﹤0.01% of Salomon & Ludwin's portfolio in Q3 2026, its #1530 holding.
Salomon & Ludwin first reported a position in iShares Core US REIT ETF in Q3 2023 and has held it in 13 quarters since.
Salomon & Ludwin's iShares Core US REIT ETF position peaked at $3.86K in Q2 2026.
234 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2026.

Based on Salomon & Ludwin's 13F filing for Q3 2026, filed 29 Oct 2026.