PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s iShares Core US REIT ETF USRT Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$59.8K	Hold	900	–	–	0.02%	300
2026 Q1	$53.3K	Hold	900	–	–	0.02%	291
2025 Q4	$51.3K	Hold	900	–	–	0.02%	296
2025 Q3	$52.8K	Sell	900 -900	-50%	-$51.7K	0.02%	268
2025 Q2	$102K	Buy	+1,800	New	+$101K	0.03%	201

Other funds holding USRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

AWM

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

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

MWM

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s USRT Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held its iShares Core US REIT ETF (USRT) position steady in Q2 2026 at 900 shares worth $59.8K. The position accounts for 0.02% of the portfolio, ranked #300.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in USRT in Q2 2025 and has held it in 5 quarters since. The position peaked at $102K in Q2 2025. 272 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 900 shares of iShares Core US REIT ETF worth $59.8K as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. left its iShares Core US REIT ETF share count unchanged in Q2 2026.
iShares Core US REIT ETF made up 0.02% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #300 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in iShares Core US REIT ETF in Q2 2025 and has held it in 5 quarters since.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s iShares Core US REIT ETF position peaked at $102K in Q2 2025.
272 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.