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 |
|