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USRT icon

RAFFA WEALTH MANAGEMENT, LLC’s iShares Core US REIT ETF USRT Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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

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
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
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

RAFFA WEALTH MANAGEMENT, LLC's USRT Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC 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, LLC first reported a position in USRT in Q2 2024 and has held it in 9 quarters since. 161 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 1,385 shares of iShares Core US REIT ETF worth $92K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC 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, LLC's portfolio in Q2 2026, its #131 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in iShares Core US REIT ETF in Q2 2024 and has held it in 9 quarters since.
  • 161 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.