HB 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 | $958K | Buy |
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|
2025
Q2 | $307K | Sell |
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|
2025
Q1 | $957K | Hold |
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|
2024
Q4 | $937K | Hold |
|
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|
2024
Q3 | $1.02M | Hold |
|
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|
2024
Q2 | $891K | Hold |
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|
2024
Q1 | $897K | Hold |
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|
2023
Q4 | $913K | Sell |
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|
2023
Q3 | $780K | Hold |
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|
2023
Q2 | $864K | Hold |
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|
2023
Q1 | $864K | Hold |
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|
2022
Q4 | $853K | Sell |
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|
2022
Q3 | $967K | Buy |
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|
2022
Q2 | $488K | Hold |
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|
2022
Q1 | $570K | Buy |
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|
2021
Q4 | $353K | Buy |
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