Mark Sheptoff Financial Planning’s iShares Global REIT ETF REET Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-126	Closed	-$3.14K	–	561
2025 Q4	$3.14K	Hold	126	–	–	﹤0.01%	460
2025 Q3	$3.22K	Hold	126	–	–	﹤0.01%	436
2025 Q2	$3.11K	Hold	126	–	–	﹤0.01%	435
2025 Q1	$3.06K	Hold	126	–	–	﹤0.01%	399
2024 Q4	$3.02K	Sell	126 -101	-44%	-$2.58K	﹤0.01%	388
2024 Q3	$6.06K	Buy	227 +101	+80%	+$2.55K	﹤0.01%	350
2024 Q2	$2.93K	Hold	126	–	–	﹤0.01%	381
2024 Q1	$2.98K	Hold	126	–	–	﹤0.01%	351
2023 Q4	$3.05K	Hold	126	–	–	﹤0.01%	347
2023 Q3	$2.67K	Hold	126	–	–	﹤0.01%	331
2023 Q2	$2.89K	Hold	126	–	–	﹤0.01%	336
2023 Q1	$2.89K	Hold	126	–	–	﹤0.01%	330
2022 Q4	$2.86K	Hold	126	–	–	﹤0.01%	334
2022 Q3	$3K	Hold	126	–	–	﹤0.01%	315
2022 Q2	$3K	Hold	126	–	–	﹤0.01%	326
2022 Q1	$4K	Hold	126	–	–	﹤0.01%	353
2021 Q4	$4K	Hold	126	–	–	﹤0.01%	377
2021 Q3	$3K	Hold	126	–	–	﹤0.01%	359
2021 Q2	$3K	Hold	126	–	–	﹤0.01%	385
2021 Q1	$3K	Hold	126	–	–	﹤0.01%	342
2020 Q4	$3K	Hold	126	–	–	﹤0.01%	322
2020 Q3	$3K	Hold	126	–	–	﹤0.01%	290
2020 Q2	$3K	Hold	126	–	–	﹤0.01%	318
2020 Q1	$2K	Hold	126	–	–	﹤0.01%	313
2019 Q4	$3K	Hold	126	–	–	﹤0.01%	334
2019 Q3	$4K	Hold	126	–	–	﹤0.01%	315
2019 Q2	$3K	Hold	126	–	–	﹤0.01%	314
2019 Q1	$3K	Buy	126 +61	+94%	+$1.57K	﹤0.01%	316
2018 Q4	$2K	Buy	+65	New	+$1.6K	﹤0.01%	306

Other funds holding REET