VERITY Wealth Advisors’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	$822K	Buy	13,283 +22	+0.2%	+$1.38K	0.55%	33
2025 Q4	$791K	Buy	13,261 +82	+0.6%	+$4.98K	0.49%	39
2025 Q3	$812K	Buy	13,179 +46	+0.4%	+$2.81K	0.51%	39
2025 Q2	$803K	Buy	13,133 +42	+0.3%	+$2.54K	0.54%	37
2025 Q1	$805K	Buy	13,091 +129	+1%	+$7.89K	0.6%	34
2024 Q4	$781K	Buy	12,962 +59	+0.5%	+$3.76K	0.56%	35
2024 Q3	$850K	Buy	12,903 +60	+0.5%	+$3.75K	0.6%	35
2024 Q2	$736K	Buy	12,843 +31	+0.2%	+$1.72K	0.55%	36
2024 Q1	$739K	Buy	12,812 +30	+0.2%	+$1.71K	0.57%	36
2023 Q4	$751K	Buy	12,782 +3,106	+32%	+$164K	0.65%	32
2023 Q3	$485K	Hold	9,676	–	–	0.46%	40
2023 Q2	$538K	Buy	9,676 +25	+0.3%	+$1.36K	0.48%	38
2023 Q1	$536K	Buy	9,651 +32	+0.3%	+$1.82K	0.5%	40
2022 Q4	$528K	Buy	9,619 +122	+1%	+$6.67K	0.52%	39
2022 Q3	$510K	Hold	9,497	–	–	0.52%	38
2022 Q2	$577K	Buy	9,497 +22	+0.2%	+$1.45K	0.56%	36
2022 Q1	$673K	Buy	9,475 +19	+0.2%	+$1.31K	0.59%	30
2021 Q4	$719K	Buy	9,456 +71	+0.8%	+$5.02K	0.6%	30
2021 Q3	$614K	Hold	9,385	–	–	0.55%	31
2021 Q2	$613K	Buy	9,385 +61	+0.7%	+$3.83K	0.56%	30
2021 Q1	$539K	Hold	9,324	–	–	0.48%	33
2020 Q4	$502K	Buy	9,324 +42	+0.5%	+$2.22K	0.46%	33
2020 Q3	$473K	Buy	9,282 +38	+0.4%	+$1.97K	0.48%	33
2020 Q2	$466K	Buy	9,244 +78	+0.9%	+$3.84K	0.5%	33
2020 Q1	$420K	Hold	9,166	–	–	0.57%	32
2019 Q4	$536K	Buy	9,166 +80	+0.9%	+$4.7K	0.52%	32
2019 Q3	$545K	Sell	9,086 -3,556	-28%	-$208K	0.54%	32
2019 Q2	$712K	Buy	12,642 +74	+0.6%	+$4.16K	0.7%	29
2019 Q1	$699K	Buy	12,568 +78	+0.6%	+$4.11K	0.71%	30
2018 Q4	$598K	Buy	+12,490	New	+$623K	0.69%	30