VF
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Vawter Financial’s iShares Core US REIT ETF USRT Stock Holding History

Vawter Financial’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 		$205K Buy
+3,092
New +$199K 0.08% 126
2024
Q4 		– Sell
-3,298
Closed -$203K – 99
2024
Q3 		$203K Buy
+3,298
New +$193K 0.12% 93

Other funds holding USRT

TCOT
Trust Company of Tennessee Knoxville, Tennessee $572M AUM 19.47% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
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
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
9FG
93 Financial Group Woburn, Massachusetts $253M AUM
FTA
Financial & Tax Architects St Louis, Missouri $474M AUM 16.26% 1-Year Est. Return
SRSA
S.R. Schill & Associates Mercer Island, Washington $166M AUM 17.84% 1-Year Est. Return

Vawter Financial's USRT Position: Q2 2026 in Review

Vawter Financial opened a new position in iShares Core US REIT ETF (USRT) in Q2 2026: 3,092 shares worth $205K. The stake represents 0.08% of the portfolio and ranks #126 among its holdings. This is a return to the name: Vawter Financial previously reported a position in USRT as recently as Q3 2024.

Vawter Financial first reported a position in USRT in Q3 2024 and has held it in 2 quarters since. 194 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Vawter Financial held 3,092 shares of iShares Core US REIT ETF worth $205K as of Q2 2026.
  • iShares Core US REIT ETF was a new Vawter Financial position in Q2 2026.
  • iShares Core US REIT ETF made up 0.08% of Vawter Financial's portfolio in Q2 2026, its #126 holding.
  • Vawter Financial first reported a position in iShares Core US REIT ETF in Q3 2024 and has held it in 2 quarters since.
  • 194 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Vawter Financial's 13F filing for Q2 2026, filed 24 Jul 2026.