Atria Wealth Solutions’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
2025 Q2	$2.82M	Sell	46,103 -30,641	-40%	-$1.86M	0.06%	334
2025 Q1	$4.72M	Buy	76,744 +3,752	+5%	+$229K	0.06%	351
2024 Q4	$4.4M	Sell	72,992 -8,398	-10%	-$536K	0.05%	390
2024 Q3	$5.36M	Sell	81,390 -1,102	-1%	-$68.8K	0.06%	326
2024 Q2	$4.73M	Sell	82,492 -3,612	-4%	-$200K	0.05%	356
2024 Q1	$4.97M	Buy	86,104 +6,037	+8%	+$344K	0.06%	342
2023 Q4	$4.7M	Buy	80,067 +746	+0.9%	+$39.4K	0.06%	332
2023 Q3	$3.99M	Sell	79,321 -926	-1%	-$50.6K	0.06%	347
2023 Q2	$4.46M	Sell	80,247 -14,067	-15%	-$766K	0.06%	314
2023 Q1	$5.24M	Sell	94,314 -37,560	-28%	-$2.14M	0.08%	252
2022 Q4	$7.23M	Buy	131,874 +1,184	+0.9%	+$64.7K	0.12%	191
2022 Q3	$7.01M	Buy	130,690 +343	+0.3%	+$21.3K	0.12%	176
2022 Q2	$7.92M	Sell	130,347 -1,244	-0.9%	-$81.8K	0.16%	147
2022 Q1	$9.34M	Buy	+131,591	New	+$9.06M	0.16%	134