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Atomi Financial Group’s iShares Core US REIT ETF USRT Stock Holding History

Atomi Financial Group’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
Q1 		$8.39M Buy
141,708
+602
+0.4% +$36.2K 0.26% 75
2025
Q4 		$8.04M Sell
141,106
-11,485
-8% -$665K 0.24% 78
2025
Q3 		$8.96M Buy
152,591
+7,131
+5% +$409K 0.29% 64
2025
Q2 		$8.23M Buy
145,460
+388
+0.3% +$21.7K 0.31% 62
2025
Q1 		$8.36M Buy
145,072
+11,231
+8% +$650K 0.38% 52
2024
Q4 		$7.67M Buy
133,841
+874
+0.7% +$52.6K 0.39% 50
2024
Q3 		$8.19M Buy
132,967
+23,309
+21% +$1.36M 0.51% 37
2024
Q2 		$5.87M Buy
109,658
+65,926
+151% +$3.42M 0.43% 46
2024
Q1 		$2.35M Buy
43,732
+5,298
+14% +$281K 0.22% 100
2023
Q4 		$2.09M Buy
+38,434
New +$1.88M 0.29% 71

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DCM
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