CGC Financial Services
USRT icon

CGC Financial Services’s iShares Core US REIT ETF USRT Stock Holding History

CGC Financial Services’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
Q3 		$19.1K Hold
310
– – ﹤0.01% 186
2026
Q2 		$20.6K Buy
+310
New +$20K ﹤0.01% 183

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Prime Capital Investment Advisors
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Mission Wealth Management
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Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
Financial & Tax Architects
Financial & Tax Architects St Louis, Missouri $486M AUM 10.48% 1-Year Est. Return
93 Financial Group
93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return
S.R. Schill & Associates
S.R. Schill & Associates Mercer Island, Washington $159M AUM 9.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CGC Financial Services's USRT Position: Q3 2026 in Review

CGC Financial Services held its iShares Core US REIT ETF (USRT) position steady in Q3 2026 at 310 shares worth $19.1K. The position accounts for ﹤0.01% of the portfolio, ranked #186.

CGC Financial Services first reported a position in USRT in Q2 2026 and has held it in 2 quarters since. The position peaked at $20.6K in Q2 2026. 137 funds tracked by Wall St. Rank hold USRT as of Q3 2026.

  • CGC Financial Services held 310 shares of iShares Core US REIT ETF worth $19.1K as of Q3 2026.
  • CGC Financial Services left its iShares Core US REIT ETF share count unchanged in Q3 2026.
  • iShares Core US REIT ETF made up ﹤0.01% of CGC Financial Services's portfolio in Q3 2026, its #186 holding.
  • CGC Financial Services first reported a position in iShares Core US REIT ETF in Q2 2026 and has held it in 2 quarters since.
  • CGC Financial Services's iShares Core US REIT ETF position peaked at $20.6K in Q2 2026.
  • 137 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2026.

Based on CGC Financial Services's 13F filing for Q3 2026, filed 13 Oct 2026.