Horizons Wealth Management’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	$747K	Sell	12,066 -1,895	-14%	-$119K	0.5%	31
2025 Q4	$833K	Sell	13,961 -445	-3%	-$27K	0.55%	29
2025 Q3	$888K	Sell	14,406 -305	-2%	-$18.6K	0.61%	29
2025 Q2	$900K	Buy	14,711 +601	+4%	+$36.4K	0.65%	29
2025 Q1	$868K	Sell	14,110 -71	-0.5%	-$4.34K	0.66%	30
2024 Q4	$855K	Sell	14,181 -771	-5%	-$49.2K	0.66%	31
2024 Q3	$985K	Sell	14,952 -348	-2%	-$21.7K	0.76%	25
2024 Q2	$921K	Sell	15,300 -15	-0.1%	-$832	0.74%	26
2024 Q1	$899K	Hold	15,315	–	–	0.59%	27
2023 Q4	$899K	Sell	15,315 -4,192	-21%	-$222K	0.59%	27
2023 Q3	$978K	Buy	19,507 +3,343	+21%	+$183K	0.71%	23
2023 Q2	$898K	Sell	16,164 -322	-2%	-$17.5K	0.64%	24
2023 Q1	$916K	Sell	16,486 -1,406	-8%	-$80K	0.67%	23
2022 Q4	$981K	Buy	17,892 +5,833	+48%	+$319K	0.78%	23
2022 Q3	$647K	Hold	12,059	–	–	0.6%	23
2022 Q2	$804K	Buy	+12,059	New	+$793K	0.66%	21