VERITY 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	$803K	Buy	13,133 +42	+0.3%	+$2.57K	0.54%	37
2025 Q1	$805K	Buy	13,091 +129	+1%	+$7.94K	0.6%	34
2024 Q4	$781K	Buy	12,962 +59	+0.5%	+$3.56K	0.56%	35
2024 Q3	$850K	Buy	12,903 +60	+0.5%	+$3.96K	0.6%	35
2024 Q2	$736K	Buy	12,843 +31	+0.2%	+$1.78K	0.55%	36
2024 Q1	$739K	Buy	12,812 +30	+0.2%	+$1.73K	0.57%	36
2023 Q4	$751K	Buy	12,782 +3,106	+32%	+$182K	0.65%	32
2023 Q3	$485K	Hold	9,676	–	–	0.46%	40
2023 Q2	$538K	Buy	9,676 +25	+0.3%	+$1.39K	0.48%	38
2023 Q1	$536K	Buy	9,651 +32	+0.3%	+$1.78K	0.5%	40
2022 Q4	$528K	Buy	9,619 +122	+1%	+$6.69K	0.52%	39
2022 Q3	$510K	Hold	9,497	–	–	0.52%	38
2022 Q2	$577K	Buy	9,497 +22	+0.2%	+$1.34K	0.56%	36
2022 Q1	$673K	Buy	9,475 +19	+0.2%	+$1.35K	0.59%	30
2021 Q4	$719K	Buy	9,456 +71	+0.8%	+$5.4K	0.6%	30
2021 Q3	$614K	Hold	9,385	–	–	0.55%	31
2021 Q2	$613K	Buy	9,385 +61	+0.7%	+$3.98K	0.56%	30
2021 Q1	$539K	Hold	9,324	–	–	0.48%	33
2020 Q4	$502K	Buy	9,324 +42	+0.5%	+$2.26K	0.46%	33
2020 Q3	$473K	Buy	9,282 +38	+0.4%	+$1.94K	0.48%	33
2020 Q2	$466K	Buy	9,244 +78	+0.9%	+$3.93K	0.5%	33
2020 Q1	$420K	Hold	9,166	–	–	0.57%	32
2019 Q4	$536K	Buy	9,166 +80	+0.9%	+$4.68K	0.52%	32
2019 Q3	$545K	Sell	9,086 -3,556	-28%	-$213K	0.54%	32
2019 Q2	$712K	Buy	12,642 +74	+0.6%	+$4.17K	0.7%	29
2019 Q1	$699K	Buy	12,568 +78	+0.6%	+$4.34K	0.71%	30
2018 Q4	$598K	Buy	+12,490	New	+$598K	0.69%	30