FSAG
USRT icon

Financial Solutions Advisory Group’s iShares Core US REIT ETF USRT Stock Holding History

Financial Solutions Advisory Group’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 		$7.68M Sell
115,157
-285
-0.2% -$18.4K 0.97% 19
2026
Q1 		$6.83M Buy
+115,442
New +$6.94M 0.94% 20

Other funds holding USRT

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
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
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
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

Financial Solutions Advisory Group's USRT Position: Q2 2026 in Review

Financial Solutions Advisory Group reduced its iShares Core US REIT ETF (USRT) stake by 0.25% in Q2 2026, selling an estimated $18.4K and leaving 115,157 shares worth $7.68M. The position accounts for 0.97% of the portfolio, ranked #19.

Financial Solutions Advisory Group first reported a position in USRT in Q1 2026 and has held it in 2 quarters since. 113 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Financial Solutions Advisory Group held 115,157 shares of iShares Core US REIT ETF worth $7.68M as of Q2 2026.
  • Financial Solutions Advisory Group sold 285 iShares Core US REIT ETF shares in Q2 2026, an estimated $18.4K.
  • iShares Core US REIT ETF made up 0.97% of Financial Solutions Advisory Group's portfolio in Q2 2026, its #19 holding.
  • Financial Solutions Advisory Group first reported a position in iShares Core US REIT ETF in Q1 2026 and has held it in 2 quarters since.
  • 113 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Financial Solutions Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.