HB 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 | $307K | Sell |
5,023
-10,525
| -68% | -$644K | ﹤0.01% | 910 |
|
|
2025
Q1 | $957K | Hold |
15,548
| – | – | 0.01% | 544 |
|
|
2024
Q4 | $937K | Hold |
15,548
| – | – | 0.01% | 419 |
|
|
2024
Q3 | $1.02M | Hold |
15,548
| – | – | 0.01% | 389 |
|
|
2024
Q2 | $891K | Hold |
15,548
| – | – | 0.01% | 391 |
|
|
2024
Q1 | $897K | Hold |
15,548
| – | – | 0.01% | 370 |
|
|
2023
Q4 | $913K | Sell |
15,548
-1
| -0% | -$59 | 0.01% | 334 |
|
|
2023
Q3 | $780K | Hold |
15,549
| – | – | 0.01% | 337 |
|
|
2023
Q2 | $864K | Hold |
15,549
| – | – | 0.01% | 309 |
|
|
2023
Q1 | $864K | Hold |
15,549
| – | – | 0.02% | 306 |
|
|
2022
Q4 | $853K | Sell |
15,549
-2,481
| -14% | -$136K | 0.02% | 305 |
|
|
2022
Q3 | $967K | Buy |
18,030
+10,000
| +125% | +$536K | 0.02% | 260 |
|
|
2022
Q2 | $488K | Hold |
8,030
| – | – | 0.01% | 346 |
|
|
2022
Q1 | $570K | Buy |
8,030
+3,390
| +73% | +$241K | 0.01% | 328 |
|
|
2021
Q4 | $353K | Buy |
+4,640
| New | +$353K | 0.01% | 358 |
|