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

Wealthcare Capital Partners’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 		$2.13M Buy
31,994
+2,555
+9% +$165K 0.88% 20
2026
Q1 		$1.74M Buy
29,439
+10,347
+54% +$622K 0.82% 25
2025
Q4 		$1.09M Buy
+19,092
New +$1.11M 0.51% 41

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

Wealthcare Capital Partners's USRT Position: Q2 2026 in Review

Wealthcare Capital Partners increased its iShares Core US REIT ETF (USRT) stake by 8.7% in Q2 2026, buying an estimated $165K and bringing the position to 31,994 shares worth $2.13M. The position accounts for 0.88% of the portfolio, ranked #20.

Wealthcare Capital Partners first reported a position in USRT in Q4 2025 and has held it in 3 quarters since. 194 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Wealthcare Capital Partners held 31,994 shares of iShares Core US REIT ETF worth $2.13M as of Q2 2026.
  • Wealthcare Capital Partners bought 2,555 iShares Core US REIT ETF shares in Q2 2026, an estimated $165K.
  • iShares Core US REIT ETF made up 0.88% of Wealthcare Capital Partners's portfolio in Q2 2026, its #20 holding.
  • Wealthcare Capital Partners first reported a position in iShares Core US REIT ETF in Q4 2025 and has held it in 3 quarters since.
  • 194 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Wealthcare Capital Partners's 13F filing for Q2 2026, filed 9 Jul 2026.