Sunbelt Securities’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	$266K	Hold	4,293	–	–	0.02%	557
2025 Q4	$256K	Sell	4,293 -434	-9%	-$26.4K	0.02%	567
2025 Q3	$291K	Sell	4,727 -1,010	-18%	-$61.7K	0.02%	534
2025 Q2	$346K	Hold	5,737	–	–	0.03%	440
2025 Q1	$353K	Hold	5,737	–	–	0.03%	410
2024 Q4	$342K	Sell	5,737 -250	-4%	-$15.9K	0.03%	445
2024 Q3	$395K	Buy	5,987 +400	+7%	+$25K	0.04%	413
2024 Q2	$320K	Hold	5,587	–	–	0.03%	440
2024 Q1	$322K	Hold	5,587	–	–	0.04%	416
2023 Q4	$328K	Sell	5,587 -605	-10%	-$32K	0.04%	392
2023 Q3	$311K	Hold	6,192	–	–	0.04%	399
2023 Q2	$344K	Buy	6,192 +435	+8%	+$23.7K	0.05%	352
2023 Q1	$312K	Sell	5,757 -433	-7%	-$24.6K	0.05%	345
2022 Q4	$339K	Buy	6,190 +1,381	+29%	+$75.5K	0.07%	324
2022 Q3	$258K	Sell	4,809 -2,851	-37%	-$177K	0.05%	361
2022 Q2	$465K	Buy	7,660 +2,496	+48%	+$164K	0.1%	253
2022 Q1	$371K	Buy	5,164 +230	+5%	+$15.8K	0.07%	313
2021 Q4	$334K	Buy	4,934 +1,203	+32%	+$85K	0.05%	347
2021 Q3	$255K	Hold	3,731	–	–	0.05%	381
2021 Q2	$255K	Buy	+3,731	New	+$234K	0.05%	380