Family Wealth Partners’s iShares Core US REIT ETF USRT Stock Holding History

Family Wealth Partners’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	$2.3M	Buy	34,554 +2,035	+6%	+$131K	0.7%	30
2026 Q1	$1.92M	Buy	32,519 +6,681	+26%	+$401K	0.66%	33
2025 Q4	$1.47M	Buy	25,838 +689	+3%	+$39.9K	0.53%	35
2025 Q3	$1.48M	Buy	25,149 +8,690	+53%	+$499K	0.55%	33
2025 Q2	$931K	Buy	16,459 +8,110	+97%	+$455K	0.37%	34
2025 Q1	$481K	Buy	8,349 +4,619	+124%	+$268K	0.22%	35
2024 Q4	$214K	Buy	+3,730	New	+$224K	0.1%	42

Other funds holding USRT

TCOT

Trust Company of Tennessee Knoxville, Tennessee $572M AUM 19.47% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

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

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

9FG

93 Financial Group Woburn, Massachusetts $253M AUM

FTA

Financial & Tax Architects St Louis, Missouri $474M AUM 16.26% 1-Year Est. Return

SRSA

S.R. Schill & Associates Mercer Island, Washington $166M AUM 17.84% 1-Year Est. Return

Family Wealth Partners's USRT Position: Q2 2026 in Review

Family Wealth Partners increased its iShares Core US REIT ETF (USRT) stake by 6.3% in Q2 2026, buying an estimated $131K and bringing the position to 34,554 shares worth $2.3M. The position accounts for 0.7% of the portfolio, ranked #30.

Family Wealth Partners first reported a position in USRT in Q4 2024 and has held it in 7 quarters since. 194 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

Family Wealth Partners held 34,554 shares of iShares Core US REIT ETF worth $2.3M as of Q2 2026.
Family Wealth Partners bought 2,035 iShares Core US REIT ETF shares in Q2 2026, an estimated $131K.
iShares Core US REIT ETF made up 0.7% of Family Wealth Partners's portfolio in Q2 2026, its #30 holding.
Family Wealth Partners first reported a position in iShares Core US REIT ETF in Q4 2024 and has held it in 7 quarters since.
194 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

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