Diversify Wealth Management’s iShares Select U.S. REIT ETF ICF Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$532K Hold
8,892
0.03% 359
2025
Q1
$538K Sell
8,892
-664
-7% -$40.2K 0.04% 347
2024
Q4
$554K Sell
9,556
-1,388
-13% -$80.5K 0.04% 335
2024
Q3
$718K Buy
+10,944
New +$718K 0.07% 235