Castle Wealth Management’s iShares Select U.S. REIT ETF ICF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Hold |
3,350
| – | – | 0.07% | 119 |
|
|
2025
Q1 | $206K | Hold |
3,350
| – | – | 0.08% | 121 |
|
|
2024
Q4 | $202K | Hold |
3,350
| – | – | 0.08% | 115 |
|
|
2024
Q3 | $221K | Buy |
+3,350
| New | +$221K | 0.09% | 116 |
|
|
2022
Q4 | – | Sell |
-4,410
| Closed | -$237K | – | 339 |
|
|
2022
Q3 | $237K | Hold |
4,410
| – | – | 0.14% | 92 |
|
|
2022
Q2 | $268K | Buy |
+4,410
| New | +$268K | 0.16% | 91 |
|