Frank Rimerman 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	$2.06M	Hold	33,282	–	–	0.14%	120
2025 Q4	$1.99M	Sell	33,282 -417	-1%	-$25.3K	0.13%	128
2025 Q3	$2.08M	Hold	33,699	–	–	0.13%	118
2025 Q2	$2.06M	Hold	33,699	–	–	0.14%	118
2025 Q1	$2.07M	Sell	33,699 -1,460	-4%	-$89.3K	0.16%	105
2024 Q4	$2.12M	Buy	35,159 +1,555	+5%	+$99.2K	0.15%	100
2024 Q3	$2.21M	Hold	33,604	–	–	0.16%	109
2024 Q2	$1.93M	Sell	33,604 -35	-0.1%	-$1.94K	0.14%	124
2024 Q1	$1.94M	Buy	33,639 +2,344	+7%	+$134K	0.37%	36
2023 Q4	$1.84M	Buy	31,295 +486	+2%	+$25.7K	0.38%	33
2023 Q3	$1.55M	Buy	30,809 +862	+3%	+$47.1K	0.37%	35
2023 Q2	$1.66M	Sell	29,947 -476	-2%	-$25.9K	0.4%	32
2023 Q1	$1.69M	Buy	30,423 +445	+1%	+$25.3K	0.47%	34
2022 Q4	$1.64M	Sell	29,978 -160	-0.5%	-$8.75K	0.51%	30
2022 Q3	$1.62M	Sell	30,138 -1,394	-4%	-$86.6K	0.58%	28
2022 Q2	$1.92M	Sell	31,532 -25,581	-45%	-$1.68M	0.73%	25
2022 Q1	$4.06M	Buy	57,113 +1,397	+3%	+$96.2K	1.3%	14
2021 Q4	$4.24M	Buy	55,716 +3,189	+6%	+$225K	1.42%	14
2021 Q3	$3.44M	Hold	52,527	–	–	1.33%	15
2021 Q2	$3.43M	Sell	52,527 -948	-2%	-$59.6K	1.34%	14
2021 Q1	$3.09M	Hold	53,475	–	–	1.37%	13
2020 Q4	$2.88M	Buy	+53,475	New	+$2.83M	1.31%	14