IFWM
USAR

Institute for Wealth Management’s USA Rare Earth Inc USAR Stock Holding History

Institute for Wealth Management’s Portfolio USAR Stock Details USAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.38K Buy
+64
New +$1.46K ﹤0.01% 1633

Other funds holding USAR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BCA
Bayshore Capital Advisors Tampa, Florida $214M AUM
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return
HWM
Hohimer Wealth Management Seattle, Washington $1B AUM 33.02% 1-Year Est. Return

Institute for Wealth Management's USAR Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in USA Rare Earth Inc (USAR) in Q2 2026: 64 shares worth $1.38K. The stake represents ﹤0.01% of the portfolio and ranks #1633 among its holdings.

196 funds tracked by Wall St. Rank hold USAR as of Q2 2026.

  • Institute for Wealth Management held 64 shares of USA Rare Earth Inc worth $1.38K as of Q2 2026.
  • USA Rare Earth Inc was a new Institute for Wealth Management position in Q2 2026.
  • USA Rare Earth Inc made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1633 holding.
  • 196 funds tracked by Wall St. Rank held USA Rare Earth Inc as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.