Arkadios Wealth Advisors’s iShares Select U.S. REIT ETF ICF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.25M	Sell	20,272 -4,030	-17%	-$253K	0.02%	687
2025 Q4	$1.45M	Buy	24,302 +13,625	+128%	+$827K	0.03%	555
2025 Q3	$658K	Hold	10,677	–	–	0.02%	825
2025 Q2	$653K	Buy	10,677 +1	+0%	+$61	0.02%	746
2025 Q1	$657K	Buy	10,676 +739	+7%	+$45.2K	0.02%	605
2024 Q4	$599K	Sell	9,937 -258	-3%	-$16.5K	0.03%	480
2024 Q3	$672K	Buy	10,195 +11	+0.1%	+$687	0.04%	437
2024 Q2	$583K	Buy	10,184 +5,512	+118%	+$306K	0.04%	422
2024 Q1	$270K	Hold	4,672	–	–	0.02%	571
2023 Q4	$274K	Sell	4,672 -442	-9%	-$23.4K	0.02%	555
2023 Q3	$257K	Buy	+5,114	New	+$280K	0.02%	543
2023 Q1	–	Sell	-9,702	Closed	-$532K	–	617
2022 Q4	$532K	Buy	9,702 +1	+0%	+$55	0.07%	271
2022 Q3	$521K	Buy	9,701 +1	+0%	+$62	0.08%	265
2022 Q2	$589K	Buy	9,700 +2,490	+35%	+$164K	0.09%	250
2022 Q1	$512K	Hold	7,210	–	–	0.07%	311
2021 Q4	$549K	Buy	7,210 +7,070	+5,050%	+$500K	0.07%	308
2021 Q3	$9K	Hold	140	–	–	﹤0.01%	1469
2021 Q2	$9K	Buy	+140	New	+$8.8K	﹤0.01%	1565