SGK
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Steigerwald Gordon & Koch’s iShares Core US REIT ETF USRT Stock Holding History

Steigerwald Gordon & Koch’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 		$103K Hold
1,550
– – 0.01% 217
2026
Q1 		$91.7K Hold
1,550
– – 0.01% 223
2025
Q4 		$88.3K Sell
1,550
-99
-6% -$5.73K 0.01% 230
2025
Q3 		$96.8K Buy
+1,649
New +$94.7K 0.01% 211

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

Steigerwald Gordon & Koch's USRT Position: Q2 2026 in Review

Steigerwald Gordon & Koch held its iShares Core US REIT ETF (USRT) position steady in Q2 2026 at 1,550 shares worth $103K. The position accounts for 0.01% of the portfolio, ranked #217.

Steigerwald Gordon & Koch first reported a position in USRT in Q3 2025 and has held it in 4 quarters since. 439 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Steigerwald Gordon & Koch held 1,550 shares of iShares Core US REIT ETF worth $103K as of Q2 2026.
  • Steigerwald Gordon & Koch left its iShares Core US REIT ETF share count unchanged in Q2 2026.
  • iShares Core US REIT ETF made up 0.01% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #217 holding.
  • Steigerwald Gordon & Koch first reported a position in iShares Core US REIT ETF in Q3 2025 and has held it in 4 quarters since.
  • 439 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.