EP Wealth Advisors’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
Q2 | $406K | Sell |
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|
2025
Q1 | $423K | Sell |
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|
2024
Q4 | $463K | Sell |
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|
2024
Q3 | $508K | Sell |
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|
2024
Q2 | $478K | Sell |
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|
2024
Q1 | $552K | Sell |
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|
2023
Q4 | $637K | Sell |
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|
2023
Q3 | $616K | Sell |
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|
2023
Q2 | $1.05M | Buy |
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|
2023
Q1 | $502K | Sell |
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|
2022
Q4 | $1.33M | Hold |
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|
2022
Q3 | $1.3M | Sell |
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|
2022
Q2 | $1.53M | Sell |
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|
2022
Q1 | $1.8M | Sell |
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|
2021
Q4 | $1.98M | Buy |
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|
2021
Q3 | $622K | Hold |
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|
2021
Q2 | $622K | Sell |
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|
2021
Q1 | $580K | Sell |
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|
2020
Q4 | $581K | Sell |
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|
2020
Q3 | $1.03M | Sell |
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|
2020
Q2 | $1.09M | Sell |
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|
2020
Q1 | $1.03M | Buy |
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|
2019
Q4 | $879K | Buy |
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