MAFA
USRT icon

MJT & Associates Financial Advisory’s iShares Core US REIT ETF USRT Stock Holding History

MJT & Associates Financial Advisory’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 		$3.19K Hold
48
– – ﹤0.01% 340
2026
Q1 		$2.84K Sell
48
-892
-95% -$53.6K ﹤0.01% 343
2025
Q4 		$53.5K Sell
940
-102
-10% -$5.91K 0.04% 79
2025
Q3 		$61.2K Hold
1,042
– – 0.05% 76
2025
Q2 		$58.9K Hold
1,042
– – 0.07% 91
2025
Q1 		$60K Buy
+1,042
New +$60.4K 0.06% 98

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

MJT & Associates Financial Advisory's USRT Position: Q2 2026 in Review

MJT & Associates Financial Advisory held its iShares Core US REIT ETF (USRT) position steady in Q2 2026 at 48 shares worth $3.19K. The position accounts for ﹤0.01% of the portfolio, ranked #340.

MJT & Associates Financial Advisory first reported a position in USRT in Q1 2025 and has held it in 6 quarters since. The position peaked at $61.2K in Q3 2025. 96 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • MJT & Associates Financial Advisory held 48 shares of iShares Core US REIT ETF worth $3.19K as of Q2 2026.
  • MJT & Associates Financial Advisory left its iShares Core US REIT ETF share count unchanged in Q2 2026.
  • iShares Core US REIT ETF made up ﹤0.01% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #340 holding.
  • MJT & Associates Financial Advisory first reported a position in iShares Core US REIT ETF in Q1 2025 and has held it in 6 quarters since.
  • MJT & Associates Financial Advisory's iShares Core US REIT ETF position peaked at $61.2K in Q3 2025.
  • 96 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.