Matthew Goff Investment Advisor’s iShares Core US REIT ETF USRT Stock Holding History

Matthew Goff Investment Advisor’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	$1.72M	Buy	25,909 +1,249	+5%	+$80.5K	0.29%	49
2026 Q1	$1.46M	Buy	24,660 +5,820	+31%	+$350K	0.24%	61
2025 Q4	$1.07M	Buy	18,840 +2,850	+18%	+$165K	0.19%	54
2025 Q3	$939K	Sell	15,990 -19	-0.1%	-$1.09K	0.16%	58
2025 Q2	$905K	Buy	16,009 +5,921	+59%	+$332K	0.17%	57
2025 Q1	$581K	Buy	+10,088	New	+$584K	0.11%	75

Other funds holding USRT

MWM

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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Matthew Goff Investment Advisor's USRT Position: Q2 2026 in Review

Matthew Goff Investment Advisor increased its iShares Core US REIT ETF (USRT) stake by 5.1% in Q2 2026, buying an estimated $80.5K and bringing the position to 25,909 shares worth $1.72M. The position accounts for 0.29% of the portfolio, ranked #49.

Matthew Goff Investment Advisor first reported a position in USRT in Q1 2025 and has held it in 6 quarters since. 97 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

Matthew Goff Investment Advisor held 25,909 shares of iShares Core US REIT ETF worth $1.72M as of Q2 2026.
Matthew Goff Investment Advisor bought 1,249 iShares Core US REIT ETF shares in Q2 2026, an estimated $80.5K.
iShares Core US REIT ETF made up 0.29% of Matthew Goff Investment Advisor's portfolio in Q2 2026, its #49 holding.
Matthew Goff Investment Advisor first reported a position in iShares Core US REIT ETF in Q1 2025 and has held it in 6 quarters since.
97 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Matthew Goff Investment Advisor's 13F filing for Q2 2026, filed 8 Jul 2026.