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Summit Wealth Group’s iShares Core US REIT ETF USRT Stock Holding History

Summit Wealth Group’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 		$74K Buy
+1,113
New +$71.7K 0.02% 128
2023
Q2 		– Sell
-63,806
Closed -$1K – 249
2023
Q1 		$1K Buy
+63,806
New +$3.3M 0.02% 148

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 Wealth Group's USRT Position: Q2 2026 in Review

Summit Wealth Group opened a new position in iShares Core US REIT ETF (USRT) in Q2 2026: 1,113 shares worth $74K. The stake represents 0.02% of the portfolio and ranks #128 among its holdings. This is a return to the name: Summit Wealth Group previously reported a position in USRT as recently as Q1 2023.

Summit Wealth Group first reported a position in USRT in Q1 2023 and has held it in 2 quarters since. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Summit Wealth Group held 1,113 shares of iShares Core US REIT ETF worth $74K as of Q2 2026.
  • iShares Core US REIT ETF was a new Summit Wealth Group position in Q2 2026.
  • iShares Core US REIT ETF made up 0.02% of Summit Wealth Group's portfolio in Q2 2026, its #128 holding.
  • Summit Wealth Group first reported a position in iShares Core US REIT ETF in Q1 2023 and has held it in 2 quarters since.
  • 442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Summit Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.