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
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

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
TCOT
Trust Company of Tennessee Knoxville, Tennessee $537M AUM 13.53% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
DCM
Disciplina Capital Management Nashville, Tennessee $944M AUM 10.02% 1-Year Est. Return