Avidian Wealth Enterprises’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	$1.2M	Sell	19,328 -1,705	-8%	-$107K	0.04%	268
2025 Q4	$1.26M	Sell	21,033 -217	-1%	-$13.2K	0.05%	195
2025 Q3	$1.31M	Sell	21,250 -462	-2%	-$28.2K	0.05%	183
2025 Q2	$1.33M	Buy	21,712 +521	+2%	+$31.6K	0.05%	171
2025 Q1	$1.3M	Sell	21,191 -2,563	-11%	-$157K	0.06%	163
2024 Q4	$1.43M	Sell	23,754 -1,363	-5%	-$86.9K	0.06%	148
2024 Q3	$1.66M	Sell	25,117 -1,416	-5%	-$88.5K	0.08%	141
2024 Q2	$1.52M	Sell	26,533 -11,756	-31%	-$652K	0.07%	141
2024 Q1	$2.21M	Sell	38,289 -5,481	-13%	-$313K	0.12%	104
2023 Q4	$2.57M	Sell	43,770 -20,974	-32%	-$1.11M	0.16%	89
2023 Q3	$3.25M	Sell	64,744 -38,493	-37%	-$2.1M	0.23%	80
2023 Q2	$5.74M	Buy	103,237 +23,939	+30%	+$1.3M	0.38%	58
2023 Q1	$4.4M	Buy	79,298 +69,983	+751%	+$3.98M	0.24%	80
2022 Q4	$511K	Buy	+9,315	New	+$509K	0.03%	275
2022 Q3	–	Sell	-3,333	Closed	-$203K	–	442
2022 Q2	$203K	Hold	3,333	–	–	0.01%	418
2022 Q1	$237K	Sell	3,333 -113	-3%	-$7.78K	0.01%	427
2021 Q4	$262K	Buy	+3,446	New	+$244K	0.02%	437