Janiczek 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | $159K | Hold |
2,780
| – | – | 0.03% | 220 |
|
2024
Q1 | $160K | Hold |
2,780
| – | – | 0.03% | 217 |
|
2023
Q4 | $163K | Hold |
2,780
| – | – | 0.04% | 193 |
|
2023
Q3 | $139K | Hold |
2,780
| – | – | 0.04% | 193 |
|
2023
Q2 | $154K | Hold |
2,780
| – | – | 0.04% | 163 |
|
2023
Q1 | $150K | Hold |
2,780
| – | – | 0.04% | 154 |
|
2022
Q4 | $164K | Hold |
2,780
| – | – | 0.05% | 146 |
|
2022
Q3 | $141K | Hold |
2,780
| – | – | 0.05% | 142 |
|
2022
Q2 | $183K | Hold |
2,780
| – | – | 0.05% | 114 |
|
2022
Q1 | $197K | Hold |
2,780
| – | – | 0.05% | 118 |
|
2021
Q4 | $212K | Hold |
2,780
| – | – | 0.06% | 95 |
|
2021
Q3 | $182K | Hold |
2,780
| – | – | 0.06% | 99 |
|
2021
Q2 | $182K | Hold |
2,780
| – | – | 0.07% | 91 |
|
2021
Q1 | $161K | Hold |
2,780
| – | – | 0.06% | 84 |
|
2020
Q4 | $150K | Hold |
2,780
| – | – | 0.07% | 77 |
|
2020
Q3 | $142K | Hold |
2,780
| – | – | 0.08% | 53 |
|
2020
Q2 | $140K | Buy |
+2,780
| New | +$140K | 0.08% | 47 |
|