McNaughton Wealth Management’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
$1.5M Sell
2025
Q2
$1.52M Sell
2025
Q1
$1.54M Sell
2024
Q4
$7.29M Buy
2024
Q3
$7.92M Buy
2024
Q2
$6.72M Buy
2024
Q1
$6.48M Buy
2023
Q4
$6.41M Buy
2023
Q3
$5.18M Buy
2023
Q2
$5.54M Buy
2023
Q1
$5.21M Buy
2022
Q4
$4.98M Buy
2022
Q3
$4.81M Buy
2022
Q2
$5.38M Buy
2022
Q1
$6.22M Buy
2021
Q4
$6.21M Buy
2021
Q3
$5.47M Sell
2021
Q2
$5.49M Buy
2021
Q1
$4.58M Buy
2020
Q4
$4.02M Buy
2020
Q3
$2.91M Buy
2020
Q2
$1.52M Buy