Kesler Norman & Wride’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
2023
Q1
Sell
-6,732
Closed -$369K 155
2022
Q4
$369K Sell
6,732
-49,749
-88% -$2.73M 0.1% 139
2022
Q3
$3.03M Buy
56,481
+6,795
+14% +$365K 0.84% 53
2022
Q2
$3.02M Buy
+49,686
New +$3.02M 0.84% 55