Fortress 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
Q3 | $895K | Sell |
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|
2025
Q2 | $951K | Sell |
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|
2025
Q1 | $959K | Sell |
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|
2024
Q4 | $978K | Sell |
|
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|
2024
Q3 | $1.1M | Sell |
|
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|
2024
Q2 | $993K | Buy |
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|
2024
Q1 | $998K | Sell |
|
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|
2023
Q4 | $1.21M | Sell |
|
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|
2023
Q3 | $2.57M | Sell |
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|
2023
Q2 | $2.86M | Sell |
|
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|
2023
Q1 | $3.11M | Buy |
|
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|
2022
Q4 | $2.77M | Buy |
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|
2022
Q3 | $2.45M | Sell |
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|
2022
Q2 | $2.83M | Buy |
|
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|
2022
Q1 | $3.02M | Sell |
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|
2021
Q4 | $3.36M | Buy |
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