Cassaday & Co 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
$2.36M Hold
2025
Q2
$2.34M Buy
2025
Q1
$2.31M Hold
2024
Q4
$2.26M Sell
2024
Q3
$2.48M Hold
2024
Q2
$2.15M Sell
2024
Q1
$2.27M Sell
2023
Q4
$2.35M Sell
2023
Q3
$79.2M Buy
2023
Q2
$87.4M Buy
2023
Q1
$83.9M Buy
2022
Q4
$50.8M Buy