Sax Wealth Advisors’s iShares Core US REIT ETF USRT Stock Holding History

Sax Wealth Advisors’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	$223K	Buy	+3,767	New	+$243K	0.01%	506

Other funds holding USRT

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

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

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

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Sax Wealth Advisors's USRT Position: Q2 2026 in Review

Sax Wealth Advisors opened a new position in iShares Core US REIT ETF (USRT) in Q2 2026: 3,767 shares worth $223K. The stake represents 0.01% of the portfolio and ranks #506 among its holdings.

94 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

Sax Wealth Advisors held 3,767 shares of iShares Core US REIT ETF worth $223K as of Q2 2026.
iShares Core US REIT ETF was a new Sax Wealth Advisors position in Q2 2026.
iShares Core US REIT ETF made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #506 holding.
94 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.