Horizons 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 | $900K | Buy |
14,711
+601
| +4% | +$36.8K | 0.64% | 28 |
|
|
2025
Q1 | $868K | Sell |
14,110
-71
| -0.5% | -$4.37K | 0.65% | 29 |
|
|
2024
Q4 | $855K | Sell |
14,181
-771
| -5% | -$46.5K | 0.65% | 30 |
|
|
2024
Q3 | $985K | Sell |
14,952
-348
| -2% | -$22.9K | 0.76% | 25 |
|
|
2024
Q2 | $921K | Sell |
15,300
-15
| -0.1% | -$903 | 0.73% | 26 |
|
|
2024
Q1 | $899K | Hold |
15,315
| – | – | 0.59% | 27 |
|
|
2023
Q4 | $899K | Sell |
15,315
-4,192
| -21% | -$246K | 0.59% | 27 |
|
|
2023
Q3 | $978K | Buy |
19,507
+3,343
| +21% | +$168K | 0.71% | 23 |
|
|
2023
Q2 | $898K | Sell |
16,164
-322
| -2% | -$17.9K | 0.64% | 24 |
|
|
2023
Q1 | $916K | Sell |
16,486
-1,406
| -8% | -$78.1K | 0.67% | 23 |
|
|
2022
Q4 | $981K | Buy |
17,892
+5,833
| +48% | +$320K | 0.78% | 23 |
|
|
2022
Q3 | $647K | Hold |
12,059
| – | – | 0.6% | 23 |
|
|
2022
Q2 | $804K | Buy |
+12,059
| New | +$804K | 0.66% | 21 |
|