WFP
USRT icon

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

Wrenne 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 		$728K Buy
10,956
+647
+6% +$41.7K 0.25% 27
2026
Q1 		$610K Buy
10,309
+128
+1% +$7.69K 0.24% 26
2025
Q4 		$580K Buy
10,181
+599
+6% +$34.7K 0.24% 28
2025
Q3 		$563K Buy
9,582
+1,873
+24% +$108K 0.24% 27
2025
Q2 		$436K Buy
7,709
+2,758
+56% +$155K 0.2% 29
2025
Q1 		$285K Buy
4,951
+381
+8% +$22.1K 0.15% 35
2024
Q4 		$262K Sell
4,570
-789
-15% -$47.5K 0.15% 35
2024
Q3 		$330K Sell
5,359
-39
-0.7% -$2.28K 0.2% 29
2024
Q2 		$289K Buy
5,398
+65
+1% +$3.37K 0.2% 31
2024
Q1 		$287K Sell
5,333
-7,842
-60% -$415K 0.21% 27
2023
Q4 		$715K Buy
+13,175
New +$644K 0.61% 20

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

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

Wrenne Financial Planning increased its iShares Core US REIT ETF (USRT) stake by 6.3% in Q2 2026, buying an estimated $41.7K and bringing the position to 10,956 shares worth $728K. The position accounts for 0.25% of the portfolio, ranked #27.

Wrenne Financial Planning first reported a position in USRT in Q4 2023 and has held it in 11 quarters since. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Wrenne Financial Planning held 10,956 shares of iShares Core US REIT ETF worth $728K as of Q2 2026.
  • Wrenne Financial Planning bought 647 iShares Core US REIT ETF shares in Q2 2026, an estimated $41.7K.
  • iShares Core US REIT ETF made up 0.25% of Wrenne Financial Planning's portfolio in Q2 2026, its #27 holding.
  • Wrenne Financial Planning first reported a position in iShares Core US REIT ETF in Q4 2023 and has held it in 11 quarters since.
  • 442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Wrenne Financial Planning's 13F filing for Q2 2026, filed 27 Jul 2026.