Wealthcare Capital Management’s iShares Core US REIT ETF USRT Stock Holding History

Wealthcare Capital 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	$605K	Buy	9,102 +1,998	+28%	+$129K	0.06%	54
2026 Q1	$420K	Buy	7,104 +2,705	+61%	+$163K	0.04%	61
2025 Q4	$251K	Buy	+4,399	New	+$255K	0.02%	82

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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 $59.6B AUM 29.42% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 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

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

Financial Solutions Advisory Group Chicago, Illinois $791M AUM