SFGP
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Stonebridge Financial Group (Pennsylvania)’s iShares Core US REIT ETF USRT Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
2025
Q2 		– Sell
-25
Closed -$1.44K – 901
2025
Q1 		$1.44K Buy
+25
New +$1.45K ﹤0.01% 798

Other funds holding USRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
GIM
Glenmede Investment Management Philadelphia, Pennsylvania $20.7B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCOT
Trust Company of Tennessee Knoxville, Tennessee $537M AUM 13.53% 1-Year Est. Return
JHU
Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
HFS
Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return
DCM
Disciplina Capital Management Nashville, Tennessee $944M AUM 10.02% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s USRT Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of iShares Core US REIT ETF (USRT) in Q2 2025, closing a stake of 25 shares — an estimated $1.44K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in USRT in Q1 2025 and held it in 1 quarter. The position peaked at $1.44K in Q1 2025. 366 funds tracked by Wall St. Rank hold USRT as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining iShares Core US REIT ETF position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 25 iShares Core US REIT ETF shares in Q2 2025, an estimated $1.44K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in iShares Core US REIT ETF in Q1 2025 and held it in 1 quarter.
  • Stonebridge Financial Group (Pennsylvania)'s iShares Core US REIT ETF position peaked at $1.44K in Q1 2025.
  • 366 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.