SWA
USRT icon

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

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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.

442 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.
  • 442 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.