Level Four Advisory Services’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	$355K	Hold	5,731	–	–	0.01%	668
2025 Q4	$342K	Hold	5,731	–	–	0.01%	656
2025 Q3	$353K	Sell	5,731 -80	-1%	-$4.89K	0.01%	640
2025 Q2	$355K	Hold	5,811	–	–	0.01%	610
2025 Q1	$358K	Sell	5,811 -270	-4%	-$16.5K	0.01%	574
2024 Q4	$366K	Sell	6,081 -505	-8%	-$32.2K	0.02%	564
2024 Q3	$419K	Sell	6,586 -62	-0.9%	-$3.87K	0.02%	550
2024 Q2	$381K	Buy	6,648 +981	+17%	+$54.4K	0.02%	550
2024 Q1	$333K	Hold	5,667	–	–	0.02%	575
2023 Q4	$333K	Buy	5,667 +6	+0.1%	+$317	0.02%	575
2023 Q3	$284K	Sell	5,661 -258	-4%	-$14.1K	0.02%	588
2023 Q2	$329K	Buy	5,919 +516	+10%	+$28.1K	0.02%	594
2023 Q1	$300K	Hold	5,403	–	–	0.02%	584
2022 Q4	$296K	Hold	5,403	–	–	0.02%	522
2022 Q3	$290K	Hold	5,403	–	–	0.03%	438
2022 Q2	$328K	Buy	5,403 +204	+4%	+$13.4K	0.03%	434
2022 Q1	$369K	Buy	5,199 +468	+10%	+$32.2K	0.03%	475
2021 Q4	$360K	Hold	4,731	–	–	0.03%	477
2021 Q3	$310K	Sell	4,731 -500	-10%	-$34.2K	0.03%	384
2021 Q2	$342K	Buy	5,231 +515	+11%	+$32.4K	0.02%	501
2021 Q1	$273K	Buy	+4,716	New	+$260K	0.02%	523