Atria Wealth Solutions’s iShares Core US REIT ETF USRT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$202K	Sell	3,566 -6,423	-64%	-$360K	﹤0.01%	1391
2025 Q1	$575K	Sell	9,989 -412	-4%	-$23.9K	0.01%	1139
2024 Q4	$596K	Sell	10,401 -2,953	-22%	-$178K	0.01%	1179
2024 Q3	$822K	Buy	13,354 +4,167	+45%	+$243K	0.01%	994
2024 Q2	$492K	Sell	9,187 -5,219	-36%	-$271K	0.01%	1246
2024 Q1	$775K	Buy	14,406 +2,385	+20%	+$126K	0.01%	1031
2023 Q4	$653K	Buy	12,021 +7,441	+162%	+$364K	0.01%	1075
2023 Q3	$219K	Sell	4,580 -14,518	-76%	-$743K	﹤0.01%	1640
2023 Q2	$982K	Sell	19,098 -588	-3%	-$29.4K	0.01%	838
2023 Q1	$992K	Buy	19,686 +1,322	+7%	+$68.4K	0.01%	800
2022 Q4	$908K	Buy	18,364 +5,753	+46%	+$285K	0.01%	794
2022 Q3	$599K	Sell	12,611 -275	-2%	-$15.1K	0.01%	929
2022 Q2	$688K	Sell	12,886 -34,188	-73%	-$2.01M	0.01%	847
2022 Q1	$3.04M	Buy	+47,074	New	+$2.96M	0.05%	367