Oak Wealth Advisors’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	$408K	Buy	6,674 +167	+3%	+$10.2K	0.26%	43
2025 Q1	$400K	Buy	6,507 +755	+13%	+$46.5K	0.3%	39
2024 Q4	$347K	Buy	+5,752	New	+$347K	0.27%	42