RWM
USRT icon

Raffa Wealth Management’s iShares Core US REIT ETF USRT Stock Holding History

Raffa Wealth Management’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 		$92K Buy
1,385
+8
+0.6% +$515 0.01% 131
2026
Q1 		$81.5K Buy
1,377
+5
+0.4% +$300 0.01% 127
2025
Q4 		$78.1K Buy
1,372
+17
+1% +$984 0.01% 131
2025
Q3 		$79.6K Buy
1,355
+9
+0.7% +$517 0.01% 129
2025
Q2 		$76.1K Sell
1,346
-44
-3% -$2.47K 0.02% 148
2025
Q1 		$80K Buy
1,390
+6
+0.4% +$348 0.02% 121
2024
Q4 		$79.3K Buy
1,384
+13
+0.9% +$782 0.02% 117
2024
Q3 		$84.4K Buy
1,371
+643
+88% +$37.5K 0.02% 112
2024
Q2 		$39K Buy
+728
New +$37.8K 0.01% 219

Other funds holding USRT

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TCOT
Trust Company of Tennessee Knoxville, Tennessee $572M AUM 19.47% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raffa Wealth Management's USRT Position: Q2 2026 in Review

Raffa Wealth Management increased its iShares Core US REIT ETF (USRT) stake by 0.58% in Q2 2026, buying an estimated $515 and bringing the position to 1,385 shares worth $92K. The position accounts for 0.01% of the portfolio, ranked #131.

Raffa Wealth Management first reported a position in USRT in Q2 2024 and has held it in 9 quarters since. 422 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Raffa Wealth Management held 1,385 shares of iShares Core US REIT ETF worth $92K as of Q2 2026.
  • Raffa Wealth Management bought 8 iShares Core US REIT ETF shares in Q2 2026, an estimated $515.
  • iShares Core US REIT ETF made up 0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #131 holding.
  • Raffa Wealth Management first reported a position in iShares Core US REIT ETF in Q2 2024 and has held it in 9 quarters since.
  • 422 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.