IWC
Integrated Wealth Counsel’s iShares Select U.S. REIT ETF ICF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $100K | Hold |
1,000
| – | – | 0.22% | 52 |
|
|
2016
Q3 | $105K | Hold |
1,000
| – | – | 0.22% | 47 |
|
|
2016
Q2 | $108K | Hold |
1,000
| – | – | 0.25% | 34 |
|
|
2016
Q1 | $103K | Sell |
1,000
-60
| -6% | -$6.18K | 0.23% | 35 |
|
|
2015
Q4 | $105K | Hold |
1,060
| – | – | 0.17% | 35 |
|
|
2015
Q3 | $98K | Hold |
1,060
| – | – | 0.16% | 36 |
|
|
2015
Q2 | $95K | Buy |
1,060
+60
| +6% | +$5.38K | 0.13% | 38 |
|
|
2015
Q1 | $101K | Hold |
1,000
| – | – | 0.13% | 41 |
|
|
2014
Q4 | $97K | Hold |
1,000
| – | – | 0.12% | 43 |
|
|
2014
Q3 | $84K | Hold |
1,000
| – | – | 0.09% | 45 |
|
|
2014
Q2 | $87K | Hold |
1,000
| – | – | 0.07% | 56 |
|
|
2014
Q1 | $82K | Sell |
1,000
-450
| -31% | -$36.9K | 0.06% | 76 |
|
|
2013
Q4 | $108K | Sell |
1,450
-15,132
| -91% | -$1.13M | 0.08% | 71 |
|
|
2013
Q3 | $1.27M | Sell |
16,582
-1,195
| -7% | -$91.9K | 0.93% | 26 |
|
|
2013
Q2 | $1.43M | Buy |
+17,777
| New | +$1.43M | 1.03% | 27 |
|