IPW
USRT icon

Intergy Private Wealth’s iShares Core US REIT ETF USRT Stock Holding History

Intergy Private Wealth’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 		$1.28M Buy
19,326
+1,431
+8% +$92.2K 0.3% 48
2026
Q1 		$1.06M Buy
17,895
+3,195
+22% +$192K 0.31% 47
2025
Q4 		$837K Sell
14,700
-523
-3% -$30.3K 0.25% 54
2025
Q3 		$894K Buy
15,223
+256
+2% +$14.7K 0.28% 52
2025
Q2 		$847K Buy
14,967
+1,540
+11% +$86.3K 0.29% 50
2025
Q1 		$773K Buy
13,427
+1,691
+14% +$97.9K 0.29% 49
2024
Q4 		$673K Buy
11,736
+1,307
+13% +$78.6K 0.25% 59
2024
Q3 		$642K Buy
10,429
+2,718
+35% +$159K 0.24% 56
2024
Q2 		$413K Buy
7,711
+1,985
+35% +$103K 0.17% 62
2024
Q1 		$308K Hold
5,726
– – 0.13% 67
2023
Q4 		$311K Buy
5,726
+461
+9% +$22.5K 0.13% 63
2023
Q3 		$248K Buy
5,265
+1,116
+27% +$57.1K 0.12% 67
2023
Q2 		$213K Buy
+4,149
New +$208K 0.1% 69

Other funds holding USRT

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
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
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Intergy Private Wealth's USRT Position: Q2 2026 in Review

Intergy Private Wealth increased its iShares Core US REIT ETF (USRT) stake by 8% in Q2 2026, buying an estimated $92.2K and bringing the position to 19,326 shares worth $1.28M. The position accounts for 0.3% of the portfolio, ranked #48.

Intergy Private Wealth first reported a position in USRT in Q2 2023 and has held it in 13 quarters since. 94 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Intergy Private Wealth held 19,326 shares of iShares Core US REIT ETF worth $1.28M as of Q2 2026.
  • Intergy Private Wealth bought 1,431 iShares Core US REIT ETF shares in Q2 2026, an estimated $92.2K.
  • iShares Core US REIT ETF made up 0.3% of Intergy Private Wealth's portfolio in Q2 2026, its #48 holding.
  • Intergy Private Wealth first reported a position in iShares Core US REIT ETF in Q2 2023 and has held it in 13 quarters since.
  • 94 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.