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Buck Wealth Strategies’s iShares Core US REIT ETF USRT Stock Holding History

Buck Wealth Strategies’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 		$611 Buy
+9
New +$580 ﹤0.01% 985

Other funds holding USRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
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
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
DCM
Disciplina Capital Management Nashville, Tennessee $968M AUM 12.13% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $1.2B AUM 35.77% 1-Year Est. Return

Buck Wealth Strategies's USRT Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in iShares Core US REIT ETF (USRT) in Q2 2026: 9 shares worth $611. The stake represents ﹤0.01% of the portfolio and ranks #985 among its holdings.

294 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Buck Wealth Strategies held 9 shares of iShares Core US REIT ETF worth $611 as of Q2 2026.
  • iShares Core US REIT ETF was a new Buck Wealth Strategies position in Q2 2026.
  • iShares Core US REIT ETF made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #985 holding.
  • 294 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.