SFC
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Summit Financial Consulting’s iShares Core US REIT ETF USRT Stock Holding History

Summit Financial Consulting’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 		$555K Buy
8,354
+250
+3% +$16.1K 0.38% 26
2026
Q1 		$480K Buy
8,104
+1,238
+18% +$74.4K 0.34% 27
2025
Q4 		$391K Buy
6,866
+892
+15% +$51.7K 0.28% 28
2025
Q3 		$351K Buy
5,974
+509
+9% +$29.2K 0.28% 28
2025
Q2 		$309K Buy
5,465
+602
+12% +$33.7K 0.28% 30
2025
Q1 		$280K Buy
+4,863
New +$282K 0.26% 36

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

Summit Financial Consulting's USRT Position: Q2 2026 in Review

Summit Financial Consulting increased its iShares Core US REIT ETF (USRT) stake by 3.1% in Q2 2026, buying an estimated $16.1K and bringing the position to 8,354 shares worth $555K. The position accounts for 0.38% of the portfolio, ranked #26.

Summit Financial Consulting first reported a position in USRT in Q1 2025 and has held it in 6 quarters since. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Summit Financial Consulting held 8,354 shares of iShares Core US REIT ETF worth $555K as of Q2 2026.
  • Summit Financial Consulting bought 250 iShares Core US REIT ETF shares in Q2 2026, an estimated $16.1K.
  • iShares Core US REIT ETF made up 0.38% of Summit Financial Consulting's portfolio in Q2 2026, its #26 holding.
  • Summit Financial Consulting first reported a position in iShares Core US REIT ETF in Q1 2025 and has held it in 6 quarters since.
  • 442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Summit Financial Consulting's 13F filing for Q2 2026, filed 7 Aug 2026.