CFS
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
Q2 		$20.6K Buy
+310
New +$20K ﹤0.01% 183

Other funds holding USRT

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
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
CM
Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

CGC Financial Services's USRT Position: Q2 2026 in Review

CGC Financial Services opened a new position in iShares Core US REIT ETF (USRT) in Q2 2026: 310 shares worth $20.6K. The stake represents ﹤0.01% of the portfolio and ranks #183 among its holdings.

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

  • CGC Financial Services held 310 shares of iShares Core US REIT ETF worth $20.6K as of Q2 2026.
  • iShares Core US REIT ETF was a new CGC Financial Services position in Q2 2026.
  • iShares Core US REIT ETF made up ﹤0.01% of CGC Financial Services's portfolio in Q2 2026, its #183 holding.
  • 69 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.