AWM
USRT icon

Abound Wealth Management’s iShares Core US REIT ETF USRT Stock Holding History

Abound Wealth Management’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 		$731 Buy
+11
New +$709 ﹤0.01% 878
2024
Q1 		– Sell
-296
Closed -$16.1K – 1403
2023
Q4 		$16.1K Buy
+296
New +$14.5K 0.01% 304

Other funds holding USRT

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
SRSA
S.R. Schill & Associates Mercer Island, Washington $166M AUM 17.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Abound Wealth Management's USRT Position: Q2 2026 in Review

Abound Wealth Management opened a new position in iShares Core US REIT ETF (USRT) in Q2 2026: 11 shares worth $731. The stake represents ﹤0.01% of the portfolio and ranks #878 among its holdings. This is a return to the name: Abound Wealth Management previously reported a position in USRT as recently as Q4 2023.

Abound Wealth Management first reported a position in USRT in Q4 2023 and has held it in 2 quarters since. The position peaked at $16.1K in Q4 2023. 94 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Abound Wealth Management held 11 shares of iShares Core US REIT ETF worth $731 as of Q2 2026.
  • iShares Core US REIT ETF was a new Abound Wealth Management position in Q2 2026.
  • iShares Core US REIT ETF made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #878 holding.
  • Abound Wealth Management first reported a position in iShares Core US REIT ETF in Q4 2023 and has held it in 2 quarters since.
  • Abound Wealth Management's iShares Core US REIT ETF position peaked at $16.1K in Q4 2023.
  • 94 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.