KFGG
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Keystone Financial Group (Georgia)’s iShares Core US REIT ETF USRT Stock Holding History

Keystone Financial Group (Georgia)’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 		$2.94M Buy
44,189
+2,146
+5% +$138K 1.54% 16
2026
Q1 		$2.49M Sell
42,043
-236
-0.6% -$14.2K 1.29% 18
2025
Q4 		$2.41M Buy
42,279
+3,589
+9% +$208K 1.26% 21
2025
Q3 		$2.27M Buy
38,690
+982
+3% +$56.4K 1.28% 19
2025
Q2 		$2.15M Buy
37,708
+4,374
+13% +$245K 1.37% 20
2025
Q1 		$1.88M Buy
33,334
+3,498
+12% +$203K 1.32% 21
2024
Q4 		$1.71M Buy
+29,836
New +$1.79M 1.38% 17

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

Keystone Financial Group (Georgia)'s USRT Position: Q2 2026 in Review

Keystone Financial Group (Georgia) increased its iShares Core US REIT ETF (USRT) stake by 5.1% in Q2 2026, buying an estimated $138K and bringing the position to 44,189 shares worth $2.94M. The position accounts for 1.54% of the portfolio, ranked #16.

Keystone Financial Group (Georgia) first reported a position in USRT in Q4 2024 and has held it in 7 quarters since. 131 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Keystone Financial Group (Georgia) held 44,189 shares of iShares Core US REIT ETF worth $2.94M as of Q2 2026.
  • Keystone Financial Group (Georgia) bought 2,146 iShares Core US REIT ETF shares in Q2 2026, an estimated $138K.
  • iShares Core US REIT ETF made up 1.54% of Keystone Financial Group (Georgia)'s portfolio in Q2 2026, its #16 holding.
  • Keystone Financial Group (Georgia) first reported a position in iShares Core US REIT ETF in Q4 2024 and has held it in 7 quarters since.
  • 131 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Keystone Financial Group (Georgia)'s 13F filing for Q2 2026, filed 21 Jul 2026.