Cornerstone Wealth Group’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
$4.51M Sell
73,688
-7,688
-9% -$470K 0.34% 81
2025
Q1
$5.01M Sell
81,376
-6,392
-7% -$393K 0.41% 73
2024
Q4
$5.29M Sell
87,768
-722
-0.8% -$43.5K 0.43% 59
2024
Q3
$5.83M Sell
88,490
-2,119
-2% -$140K 0.48% 54
2024
Q2
$5.19M Sell
90,609
-495
-0.5% -$28.4K 0.46% 55
2024
Q1
$5.26M Buy
+91,104
New +$5.26M 0.48% 54