Axxcess Wealth Management’s iShares Select U.S. REIT ETF ICF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $471K | Buy |
7,694
+377
| +5% | +$23.1K | 0.01% | 603 |
|
|
2025
Q1 | $450K | Buy |
7,317
+458
| +7% | +$28.2K | 0.01% | 580 |
|
|
2024
Q4 | $413K | Buy |
6,859
+576
| +9% | +$34.7K | 0.01% | 589 |
|
|
2024
Q3 | $414K | Buy |
6,283
+193
| +3% | +$12.7K | 0.01% | 597 |
|
|
2024
Q2 | $349K | Buy |
6,090
+665
| +12% | +$38.1K | 0.01% | 606 |
|
|
2024
Q1 | $313K | Buy |
5,425
+737
| +16% | +$42.5K | 0.01% | 651 |
|
|
2023
Q4 | $275K | Buy |
4,688
+93
| +2% | +$5.46K | 0.01% | 667 |
|
|
2023
Q3 | $230K | Buy |
+4,595
| New | +$230K | 0.01% | 682 |
|
|
2022
Q1 | – | Sell |
-3,065
| Closed | -$233K | – | 665 |
|
|
2021
Q4 | $233K | Buy |
+3,065
| New | +$233K | 0.02% | 538 |
|