AE Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $365K | Sell |
|
|||||
|
2025
Q2 | $388K | Sell |
|
|||||
|
2025
Q1 | $394K | Sell |
|
|||||
|
2024
Q4 | $421K | Buy |
|
|||||
|
2024
Q3 | $452K | Sell |
|
|||||
|
2024
Q2 | $401K | Sell |
|
|||||
|
2024
Q1 | $441K | Sell |
|
|||||
|
2023
Q4 | $530K | Sell |
|
|||||
|
2023
Q3 | $513K | Buy |
|
|||||
|
2023
Q2 | $472K | Sell |
|
|||||
|
2023
Q1 | $539K | Buy |
|
|||||
|
2022
Q4 | $472K | Sell |
|
|||||
|
2022
Q3 | $2.02M | Buy |
|
|||||
|
2022
Q2 | $1.89M | Buy |
|
|||||
|
2022
Q1 | $1.07M | Buy |
|
|||||
|
2021
Q4 | $746K | Buy |
|
|||||
|
2021
Q3 | $473K | Sell |
|
|||||
|
2021
Q2 | $566K | Buy |
|
|||||
|
2021
Q1 | $280K | Buy |
|
|||||
|
2020
Q4 | $235K | Sell |
|
|||||
|
2020
Q3 | $275K | Sell |
|
|||||
|
2020
Q2 | $340K | Sell |
|
|||||
|
2020
Q1 | $310K | Buy |
|
|||||
|
2018
Q3 | – | Sell |
|
|||||
|
2018
Q2 | $244K | Sell |
|
|||||
|
2018
Q1 | $275K | Buy |
|
|||||
|
2017
Q4 | $214K | Buy |
|