WealthShield Partners’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	$14.1K	Hold	228	–	–	﹤0.01%	519
2025 Q4	$13.6K	Hold	228	–	–	﹤0.01%	499
2025 Q3	$14K	Hold	228	–	–	﹤0.01%	495
2025 Q2	$13.9K	Hold	228	–	–	﹤0.01%	486
2025 Q1	$14K	Hold	228	–	–	﹤0.01%	470
2024 Q4	$13.7K	Sell	228 -111	-33%	-$7.08K	﹤0.01%	437
2024 Q3	$22.3K	Hold	339	–	–	﹤0.01%	424
2024 Q2	$19.4K	Hold	339	–	–	﹤0.01%	404
2024 Q1	$19.6K	Buy	339 +31	+10%	+$1.77K	﹤0.01%	399
2023 Q4	$18.1K	Hold	308	–	–	﹤0.01%	411
2023 Q3	$15.6K	Hold	308	–	–	﹤0.01%	424
2023 Q2	$17.1K	Sell	308 -48	-13%	-$2.61K	﹤0.01%	425
2023 Q1	$19.8K	Buy	+356	New	+$20.2K	﹤0.01%	415
2022 Q3	–	Sell	-11,609	Closed	-$705K	–	301
2022 Q2	$705K	Buy	+11,609	New	+$763K	0.14%	171
2021 Q4	–	Sell	-16,328	Closed	-$1.07M	–	290
2021 Q3	$1.07M	Buy	16,328 +14,555	+821%	+$997K	0.29%	78
2021 Q2	$116K	Hold	1,773	–	–	0.02%	337
2021 Q1	$102K	Buy	+1,773	New	+$97.7K	0.02%	339