IWC
Integrated Wealth Concepts’s iShares Global REIT ETF REET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $288K | Sell |
11,679
-387
| -3% | -$9.56K | ﹤0.01% | 1568 |
|
|
2025
Q1 | $293K | Buy |
12,066
+21
| +0.2% | +$509 | ﹤0.01% | 1416 |
|
|
2024
Q4 | $289K | Sell |
12,045
-379
| -3% | -$9.08K | ﹤0.01% | 1392 |
|
|
2024
Q3 | $332K | Sell |
12,424
-250
| -2% | -$6.67K | ﹤0.01% | 1274 |
|
|
2024
Q2 | $295K | Sell |
12,674
-6,119
| -33% | -$142K | ﹤0.01% | 1328 |
|
|
2024
Q1 | $445K | Sell |
18,793
-5,664
| -23% | -$134K | 0.01% | 1102 |
|
|
2023
Q4 | $591K | Buy |
24,457
+115
| +0.5% | +$2.78K | 0.01% | 924 |
|
|
2023
Q3 | $515K | Sell |
24,342
-4,051
| -14% | -$85.8K | 0.01% | 976 |
|
|
2023
Q2 | $652K | Buy |
28,393
+3,486
| +14% | +$80.1K | 0.01% | 869 |
|
|
2023
Q1 | $571K | Buy |
24,907
+8,741
| +54% | +$200K | 0.01% | 814 |
|
|
2022
Q4 | $367K | Buy |
+16,166
| New | +$367K | 0.01% | 748 |
|
|
2022
Q2 | – | Sell |
-7,103
| Closed | -$207K | – | 1059 |
|
|
2022
Q1 | $207K | Sell |
7,103
-254
| -3% | -$7.4K | 0.01% | 869 |
|
|
2021
Q4 | $225K | Buy |
+7,357
| New | +$225K | 0.01% | 888 |
|
|
2018
Q1 | – | Sell |
-8,784
| Closed | -$227K | – | 206 |
|
|
2017
Q4 | $227K | Buy |
+8,784
| New | +$227K | 0.1% | 171 |
|