Geneos 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 | $174K | Buy |
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|
2025
Q2 | $172K | Sell |
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|
2025
Q1 | $395K | Buy |
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|
2024
Q4 | $169K | Hold |
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|
2024
Q3 | $185K | Buy |
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|
2024
Q2 | $119K | Sell |
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|
2024
Q1 | $128K | Buy |
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|
2023
Q4 | $126K | Hold |
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|
2023
Q3 | $107K | Hold |
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|
2023
Q2 | $119K | Hold |
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|
2023
Q1 | $119K | Hold |
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|
2022
Q4 | $117K | Hold |
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|
2022
Q3 | $114K | Hold |
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|
2022
Q2 | $132K | Hold |
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|
2022
Q1 | $152K | Hold |
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|
2021
Q4 | $162K | Sell |
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|
2021
Q3 | $160K | Hold |
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|
2021
Q2 | $160K | Sell |
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|
2021
Q1 | $289K | Hold |
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|
2020
Q4 | $142K | Buy |
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|
2020
Q3 | $122K | Hold |
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|
2020
Q2 | $119K | Sell |
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|
2020
Q1 | $117K | Sell |
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|
2019
Q4 | $161K | Hold |
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|
2019
Q3 | $166K | Hold |
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|
2019
Q2 | $156K | Sell |
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|
2019
Q1 | $159K | Sell |
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|
2018
Q4 | $137K | Buy |
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|
2018
Q3 | $144K | Hold |
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|
2018
Q2 | $144K | Hold |
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|
2018
Q1 | $134K | Sell |
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|
2017
Q4 | $156K | Hold |
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|
2017
Q3 | $155K | Buy |
|
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|
2017
Q2 | $156K | Sell |
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|
2017
Q1 | $180K | Buy |
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|
2016
Q4 | $166K | Buy |
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|
2016
Q3 | $164K | Buy |
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|
2016
Q2 | $158K | Sell |
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|
2016
Q1 | $178K | Buy |
|