Integrated Wealth Concepts’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
$281K Buy
2025
Q2
$279K Buy
2025
Q1
$280K Sell
2024
Q4
$280K Buy
2023
Q3
Sell
2023
Q2
$206K Sell
2023
Q1
$339K Buy
2022
Q4
$324K Sell
2022
Q3
$360K Sell
2022
Q2
$460K Sell
2022
Q1
$689K Sell
2021
Q4
$765K Sell
2021
Q3
$679K Sell
2021
Q2
$741K Sell
2021
Q1
$781K Buy
2020
Q4
$702K Sell
2020
Q3
$781K Buy
2020
Q2
$738K Buy
2020
Q1
$378K Buy