SPWM
USRT icon

Spartan Planning & Wealth Management’s iShares Core US REIT ETF USRT Stock Holding History

Spartan Planning & Wealth Management’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 		$8.02M Buy
120,727
+91,148
+308% +$5.87M 5.34% 6
2026
Q1 		$1.75M Buy
29,579
+2,914
+11% +$175K 1.29% 17
2025
Q4 		$1.52M Buy
26,665
+2,207
+9% +$128K 1.12% 19
2025
Q3 		$1.44M Buy
24,458
+1,179
+5% +$67.7K 1.12% 22
2025
Q2 		$1.32M Sell
23,279
-36,812
-61% -$2.06M 1.13% 19
2025
Q1 		$3.46M Sell
60,091
-6,837
-10% -$396K 3.35% 10
2024
Q4 		$3.84M Buy
+66,928
New +$4.03M 3.5% 9
2023
Q4 		$6.14M Buy
113,143
+86,970
+332% +$4.25M 6.55% 4
2023
Q3 		$1.23M Buy
+26,173
New +$1.34M 1.45% 14
2022
Q4 		$1.16M Sell
23,385
-8,776
-27% -$435K 1.44% 13
2022
Q3 		$1.53M Buy
32,161
+3,508
+12% +$193K 2% 8
2022
Q2 		$1.53M Sell
28,653
-65,737
-70% -$3.87M 2.04% 5
2022
Q1 		$6.1M Buy
+94,390
New +$5.93M 7.63% 5

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

Spartan Planning & Wealth Management's USRT Position: Q2 2026 in Review

Spartan Planning & Wealth Management increased its iShares Core US REIT ETF (USRT) stake by 308% in Q2 2026, buying an estimated $5.87M and bringing the position to 120,727 shares worth $8.02M. The position accounts for 5.34% of the portfolio, ranked #6.

Spartan Planning & Wealth Management first reported a position in USRT in Q1 2022 and has held it in 13 quarters since. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Spartan Planning & Wealth Management held 120,727 shares of iShares Core US REIT ETF worth $8.02M as of Q2 2026.
  • Spartan Planning & Wealth Management bought 91,148 iShares Core US REIT ETF shares in Q2 2026, an estimated $5.87M.
  • iShares Core US REIT ETF made up 5.34% of Spartan Planning & Wealth Management's portfolio in Q2 2026, its #6 holding.
  • Spartan Planning & Wealth Management first reported a position in iShares Core US REIT ETF in Q1 2022 and has held it in 13 quarters since.
  • 442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.