Linscomb 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
$272K Hold
2025
Q2
$270K Hold
2025
Q1
$271K Hold
2024
Q4
$266K Hold
2024
Q3
$291K Hold
2024
Q2
$253K Hold
2024
Q1
$254K Hold
2023
Q4
$259K Buy
2023
Q3
Sell
2023
Q2
$220K Sell
2023
Q1
$328K Buy
2022
Q4
$318K Buy
2022
Q3
$311K Hold
2022
Q2
$353K Buy
2022
Q1
$412K Hold
2021
Q4
$441K Buy
2016
Q2
Sell
2016
Q1
$241K Buy