Family 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
2023
Q2
Sell
-1,040
Closed -$57.8K 167
2023
Q1
$57.8K Sell
1,040
-31,813
-97% -$1.77M 0.01% 134
2022
Q4
$1.8M Buy
+32,853
New +$1.8M 0.44% 53