Evermay Wealth Management’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 | $176K | Sell |
2,873
-5,295
| -65% | -$324K | 0.02% | 206 |
|
|
2025
Q1 | $503K | Sell |
8,168
-20,044
| -71% | -$1.23M | 0.07% | 121 |
|
|
2024
Q4 | $1.7M | Sell |
28,212
-13,772
| -33% | -$830K | 0.26% | 48 |
|
|
2024
Q3 | $2.77M | Sell |
41,984
-711
| -2% | -$46.9K | 0.44% | 35 |
|
|
2024
Q2 | $2.45M | Sell |
42,695
-2,843
| -6% | -$163K | 0.39% | 38 |
|
|
2024
Q1 | $2.63M | Buy |
+45,538
| New | +$2.63M | 0.4% | 38 |
|