Top 10 Mutual Funds with USRT / iShares Trust - iShares Core U.S. REIT ETF (ARCA)

Top 10 Mutual Funds with USRT / iShares Trust - iShares Core U.S. REIT ETF

This page shows all mutual funds that have reported positions in USRT / iShares Trust - iShares Core U.S. REIT ETF. Green rows indicate new positions. Click the link icon to see the full transaction history.

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File Date	Source	Investor	Shares	Δ Shares (%)	Reported Value ($1000)	Δ Value (%)
2025-08-28	NP	PODCX - Aristotle Portfolio Optimization Growth Fund Class C	108,294	1.35	6,125	-0.47
2025-08-28	NP	POBAX - Aristotle Portfolio Optimization Moderate Conservative Fund Class A	16,418	-0.96	929	-2.73
2025-08-28	NP	POCAX - Aristotle Portfolio Optimization Moderate Fund Class A	116,153	98.21	6,570	94.64
2025-06-30	NP	SMIDX - SMI Dynamic Allocation Fund	4,890	-42.54	274	-44.51
2025-07-25	NP	SFREX - Schwab Fundamental Global Real Estate Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	330	-89.42	19	-90.32
2025-06-24	NP	TNMAX - 1290 Multi-Alternative Strategies Fund Class A	21,720	3.18	1,215	-0.16
2025-08-25	NP	OIOIX - AXS Income Opportunities Fund Class I	99,000	-37.46	5,599	-38.59
2025-06-30	NP	SMILX - SMI 50/40/10 Fund	1,880		105
2025-08-28	NP	POACX - Aristotle Portfolio Optimization Conservative Fund Class C	10,862	-3.42	614	-5.10
2025-08-28	NP	POCEX - Aristotle Portfolio Optimization Aggressive Growth Fund Class C	116,372	-14.34	6,582	-15.87

Top 10 Mutual Funds with USRT / iShares Trust - iShares Core U.S. REIT ETF (ARCA)

Top 10 Mutual Funds with USRT / iShares Trust - iShares Core U.S. REIT ETF

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