Intergy Private Wealth’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 | $776K | Sell |
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|
2025
Q2 | $770K | Sell |
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|
2025
Q1 | $801K | Sell |
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|
2024
Q4 | $791K | Sell |
|
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|
2024
Q3 | $871K | Sell |
|
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|
2024
Q2 | $768K | Sell |
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|
2024
Q1 | $6.85M | Sell |
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|
2023
Q4 | $10.1M | Buy |
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|
2023
Q3 | $8.35M | Buy |
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|
2023
Q2 | $8.85M | Buy |
|
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|
2023
Q1 | $8.14M | Buy |
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|
2022
Q4 | $7.8M | Buy |
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|
2022
Q3 | $7.01M | Buy |
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|
2022
Q2 | $7.89M | Sell |
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|
2022
Q1 | $9.27M | Buy |
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|
2021
Q4 | $6.38M | Buy |
|