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 Q3	$533K	Buy	8,659 +305	+4%	+$20.2K	0.39%	26
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

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

TCOT

Trust Company of Tennessee Knoxville, Tennessee $565M AUM 11.71% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Disciplina Capital Management Nashville, Tennessee $1.03B AUM 5.68% 1-Year Est. Return

Summit Financial Consulting's USRT Position: Q3 2026 in Review

Summit Financial Consulting increased its iShares Core US REIT ETF (USRT) stake by 3.7% in Q3 2026, buying an estimated $20.2K and bringing the position to 8,659 shares worth $533K. The position accounts for 0.39% of the portfolio, ranked #26.

Summit Financial Consulting first reported a position in USRT in Q1 2025 and has held it in 7 quarters since. The position peaked at $555K in Q2 2026. 416 funds tracked by Wall St. Rank hold USRT as of Q3 2026.

Summit Financial Consulting held 8,659 shares of iShares Core US REIT ETF worth $533K as of Q3 2026.
Summit Financial Consulting bought 305 iShares Core US REIT ETF shares in Q3 2026, an estimated $20.2K.
iShares Core US REIT ETF made up 0.39% of Summit Financial Consulting's portfolio in Q3 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 7 quarters since.
Summit Financial Consulting's iShares Core US REIT ETF position peaked at $555K in Q2 2026.
416 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2026.

Based on Summit Financial Consulting's 13F filing for Q3 2026, filed 15 Oct 2026.