Castle 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
$206K Hold
2025
Q2
$205K Hold
2025
Q1
$206K Hold
2024
Q4
$202K Hold
2024
Q3
$221K Buy
2022
Q4
Sell
2022
Q3
$237K Hold
2022
Q2
$268K Buy