SJS Investment Consulting’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	$536K	Hold	8,653	–	–	0.07%	75
2025 Q4	$516K	Buy	8,653 +103	+1%	+$6.25K	0.07%	72
2025 Q3	$527K	Hold	8,550	–	–	0.07%	72
2025 Q2	$523K	Hold	8,550	–	–	0.08%	53
2025 Q1	$526K	Hold	8,550	–	–	0.09%	51
2024 Q4	$515K	Hold	8,550	–	–	0.09%	52
2024 Q3	$564K	Sell	8,550 -950	-10%	-$59.3K	0.1%	47
2024 Q2	$544K	Sell	9,500 -1,270	-12%	-$70.4K	0.11%	44
2024 Q1	$621K	Sell	10,770 -2,300	-18%	-$131K	0.12%	38
2023 Q4	$768K	Hold	13,070	–	–	0.17%	33
2023 Q3	$656K	Sell	13,070 -1,400	-10%	-$76.5K	0.16%	35
2023 Q2	$804K	Hold	14,470	–	–	0.2%	32
2023 Q1	$804K	Hold	14,470	–	–	0.22%	32
2022 Q4	$794K	Hold	14,470	–	–	0.24%	29
2022 Q3	$776K	Buy	+14,470	New	+$899K	0.26%	27
2022 Q1	$1.03M	Hold	14,470	–	–	0.31%	28
2021 Q4	$1.1M	Buy	+14,470	New	+$1.02M	0.33%	27