Evercore Wealth Management’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 | $251K | Hold |
|
|||||
|
2025
Q1 | $252K | Hold |
|
|||||
|
2024
Q4 | $247K | Hold |
|
|||||
|
2024
Q3 | $270K | Sell |
|
|||||
|
2024
Q2 | $292K | Hold |
|
|||||
|
2024
Q1 | $294K | Hold |
|
|||||
|
2023
Q4 | $300K | Hold |
|
|||||
|
2023
Q3 | $256K | Hold |
|
|||||
|
2023
Q2 | $283K | Hold |
|
|||||
|
2023
Q1 | $283K | Hold |
|
|||||
|
2022
Q4 | $280K | Sell |
|
|||||
|
2022
Q3 | $327K | Hold |
|
|||||
|
2022
Q2 | $371K | Hold |
|
|||||
|
2022
Q1 | $433K | Hold |
|
|||||
|
2021
Q4 | $464K | Hold |
|
|||||
|
2021
Q3 | $399K | Sell |
|
|||||
|
2021
Q2 | $457K | Hold |
|
|||||
|
2021
Q1 | $405K | Hold |
|
|||||
|
2020
Q4 | $377K | Hold |
|
|||||
|
2020
Q3 | $357K | Hold |
|
|||||
|
2020
Q2 | $353K | Hold |
|
|||||
|
2020
Q1 | $321K | Hold |
|
|||||
|
2019
Q4 | $409K | Hold |
|
|||||
|
2019
Q3 | $420K | Buy |
|
|||||
|
2019
Q2 | $282K | Hold |
|
|||||
|
2019
Q1 | $278K | Hold |
|
|||||
|
2018
Q4 | $239K | Hold |
|
|||||
|
2018
Q3 | $250K | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $2K | Buy |
|
|||||
|
2017
Q1 | – | Sell |
|
|||||
|
2016
Q4 | $111K | Hold |
|
|||||
|
2016
Q3 | $117K | Hold |
|
|||||
|
2016
Q2 | $121K | Hold |
|
|||||
|
2016
Q1 | $115K | Hold |
|
|||||
|
2015
Q4 | $111K | Sell |
|
|||||
|
2015
Q3 | $168K | Sell |
|
|||||
|
2015
Q2 | $181K | Hold |
|
|||||
|
2015
Q1 | $204K | Buy |
|
|||||
|
2014
Q4 | – | Sell |
|
|||||
|
2014
Q3 | $159K | Buy |
|