Fortress 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 | $951K | Sell |
15,556
-32
| -0.2% | -$1.96K | 0.46% | 41 |
|
|
2025
Q1 | $959K | Sell |
15,588
-643
| -4% | -$39.6K | 0.5% | 39 |
|
|
2024
Q4 | $978K | Sell |
16,231
-455
| -3% | -$27.4K | 0.47% | 38 |
|
|
2024
Q3 | $1.1M | Sell |
16,686
-641
| -4% | -$42.3K | 0.55% | 37 |
|
|
2024
Q2 | $993K | Buy |
17,327
+36
| +0.2% | +$2.06K | 0.51% | 38 |
|
|
2024
Q1 | $998K | Sell |
17,291
-3,278
| -16% | -$189K | 0.51% | 37 |
|
|
2023
Q4 | $1.21M | Sell |
20,569
-30,605
| -60% | -$1.8M | 0.66% | 35 |
|
|
2023
Q3 | $2.57M | Sell |
51,174
-328
| -0.6% | -$16.5K | 1.66% | 16 |
|
|
2023
Q2 | $2.86M | Sell |
51,502
-4,488
| -8% | -$249K | 1.85% | 14 |
|
|
2023
Q1 | $3.11M | Buy |
55,990
+5,434
| +11% | +$302K | 2.18% | 16 |
|
|
2022
Q4 | $2.77M | Buy |
50,556
+4,978
| +11% | +$273K | 2.31% | 12 |
|
|
2022
Q3 | $2.45M | Sell |
45,578
-905
| -2% | -$48.6K | 2.48% | 13 |
|
|
2022
Q2 | $2.83M | Buy |
46,483
+3,897
| +9% | +$237K | 2.65% | 13 |
|
|
2022
Q1 | $3.02M | Sell |
42,586
-1,548
| -4% | -$110K | 2.31% | 14 |
|
|
2021
Q4 | $3.36M | Buy |
+44,134
| New | +$3.36M | 2.53% | 12 |
|