Congress Wealth Management’s iShares Select U.S. REIT ETF ICF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$580K	Hold	9,480	–	–	0.01%	871
2025 Q1	$583K	Buy	+9,480	New	+$583K	0.01%	772