Moisand Fitzgerald Tamayo’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	$110K	Hold	1,805	–	–	0.01%	146
2025 Q1	$111K	Hold	1,805	–	–	0.02%	141
2024 Q4	$109K	Hold	1,805	–	–	0.02%	140
2024 Q3	$119K	Hold	1,805	–	–	0.02%	134
2024 Q2	$103K	Hold	1,805	–	–	0.02%	133
2024 Q1	$104K	Hold	1,805	–	–	0.02%	134
2023 Q4	$106K	Hold	1,805	–	–	0.02%	128
2023 Q3	$90.5K	Hold	1,805	–	–	0.02%	132
2023 Q2	$100K	Hold	1,805	–	–	0.02%	124
2023 Q1	$100K	Hold	1,805	–	–	0.02%	123
2022 Q4	$99K	Hold	1,805	–	–	0.02%	122
2022 Q3	$97K	Hold	1,805	–	–	0.03%	119
2022 Q2	$110K	Hold	1,805	–	–	0.03%	116
2022 Q1	$128K	Hold	1,805	–	–	0.06%	76
2021 Q4	$137K	Hold	1,805	–	–	0.04%	100
2021 Q3	$118K	Sell	1,805 -143	-7%	-$9.35K	0.04%	104
2021 Q2	$127K	Hold	1,948	–	–	0.05%	99
2021 Q1	$113K	Hold	1,948	–	–	0.05%	92
2020 Q4	$105K	Hold	1,948	–	–	0.05%	93
2020 Q3	$99K	Hold	1,948	–	–	0.05%	92
2020 Q2	$98K	Hold	1,948	–	–	0.05%	93
2020 Q1	$89K	Hold	1,948	–	–	0.06%	89
2019 Q4	$114K	Hold	1,948	–	–	0.06%	92
2019 Q3	$117K	Hold	1,948	–	–	0.06%	90
2019 Q2	$110K	Hold	1,948	–	–	0.06%	93
2019 Q1	$108K	Hold	1,948	–	–	0.06%	94
2018 Q4	$93K	Hold	1,948	–	–	0.06%	93
2018 Q3	$97K	Hold	1,948	–	–	0.05%	98
2018 Q2	$97K	Hold	1,948	–	–	0.06%	96
2018 Q1	$91K	Sell	1,948 -400	-17%	-$18.7K	0.05%	96
2017 Q4	$119K	Hold	2,348	–	–	0.07%	79
2017 Q3	$118K	Buy	+2,348	New	+$118K	0.07%	80
2016 Q2	–	Sell	-1,948	Closed	-$100K	–	111
2016 Q1	$100K	Hold	1,948	–	–	0.08%	70
2015 Q4	$97K	Buy	+1,948	New	+$97K	0.08%	70