SFP
USRT icon

Strategic Financial Planning’s iShares Core US REIT ETF USRT Stock Holding History

Strategic Financial Planning’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 		$1.05M Buy
+15,829
New +$1.02M 0.55% 28
2026
Q1 		– Sell
-17,737
Closed -$1.01M – 58
2025
Q4 		$1.01M Buy
17,737
+4
+0% +$232 0.57% 28
2025
Q3 		$1.04M Sell
17,733
-4
-0% -$230 0.6% 25
2025
Q2 		$1M Buy
17,737
+2
+0% +$112 0.62% 26
2025
Q1 		$1.02M Buy
17,735
+1
+0% +$58 0.7% 24
2024
Q4 		$1.02M Sell
17,734
-40
-0.2% -$2.41K 0.69% 24
2024
Q3 		$1.09M Sell
17,774
-278
-2% -$16.2K 0.72% 24
2024
Q2 		$967K Buy
18,052
+242
+1% +$12.6K 0.7% 23
2024
Q1 		$958K Sell
17,810
-412
-2% -$21.8K 0.72% 22
2023
Q4 		$989K Buy
+18,222
New +$891K 0.77% 23
2022
Q3 		– Sell
-6,603
Closed -$353K – 34
2022
Q2 		$353K Buy
+6,603
New +$388K 0.34% 29

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

Strategic Financial Planning's USRT Position: Q2 2026 in Review

Strategic Financial Planning opened a new position in iShares Core US REIT ETF (USRT) in Q2 2026: 15,829 shares worth $1.05M. The stake represents 0.55% of the portfolio and ranks #28 among its holdings. This is a return to the name: Strategic Financial Planning previously reported a position in USRT as recently as Q4 2025.

Strategic Financial Planning first reported a position in USRT in Q2 2022 and has held it in 11 quarters since. The position peaked at $1.09M in Q3 2024. 438 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Strategic Financial Planning held 15,829 shares of iShares Core US REIT ETF worth $1.05M as of Q2 2026.
  • iShares Core US REIT ETF was a new Strategic Financial Planning position in Q2 2026.
  • iShares Core US REIT ETF made up 0.55% of Strategic Financial Planning's portfolio in Q2 2026, its #28 holding.
  • Strategic Financial Planning first reported a position in iShares Core US REIT ETF in Q2 2022 and has held it in 11 quarters since.
  • Strategic Financial Planning's iShares Core US REIT ETF position peaked at $1.09M in Q3 2024.
  • 438 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Strategic Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.