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FSA Investment Group’s iShares Core US REIT ETF USRT Stock Holding History

FSA Investment 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 		$219K Buy
+3,291
New +$212K 0.07% 46

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

FSA Investment Group's USRT Position: Q2 2026 in Review

FSA Investment Group opened a new position in iShares Core US REIT ETF (USRT) in Q2 2026: 3,291 shares worth $219K. The stake represents 0.07% of the portfolio and ranks #46 among its holdings.

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

  • FSA Investment Group held 3,291 shares of iShares Core US REIT ETF worth $219K as of Q2 2026.
  • iShares Core US REIT ETF was a new FSA Investment Group position in Q2 2026.
  • iShares Core US REIT ETF made up 0.07% of FSA Investment Group's portfolio in Q2 2026, its #46 holding.
  • 163 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on FSA Investment Group's 13F filing for Q2 2026, filed 20 Jul 2026.