USRT — ISHARES TR

Ownership history in Prosperity Planning, Inc.  ·  21 quarters on record

This page tracks every 13F SEC filing in which Prosperity Planning, Inc. reported a position in ISHARES TR (USRT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.71% (2021 Q1)
Avg. % of fund
1.35%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
21
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 75,117 +4,684 +6.7% 1.12% $4.3M $56.76
2025 Q3 ADDED 70,433 +2,895 +4.3% 1.12% $4.1M $57.82
2025 Q2 ADDED 67,538 +1,180 +1.8% 1.10% $3.8M $55.29
2025 Q1 REDUCED 66,358 -117 -0.2% 1.20% $3.8M $55.93
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    USRT price (monthly, adj. close)

Other funds also holding USRT

As of 2025 Q4 — sorted by position size

CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC 3Y 15.25% S. R. Schill & Associates 3Y 7Y 13.99% Trust Co of Tennessee 12.53% 93 Financial Group, LLC 9.06% Disciplina Capital Management LLC 5.01% Biltmore Wealth Management, LLC 3Y 7Y 4.61% Financial & Tax Architects, LLC 3Y 4.2% Heritage Financial Services, LLC 3Y 4.13% MPS Loria Financial Planners, LLC 3Y 7Y 3.67% Freedom Day Solutions, LLC 3Y 7Y 2.48%
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