Modera 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 | $861K | Sell |
|
|||||
|
2025
Q2 | $945K | Sell |
|
|||||
|
2025
Q1 | $972K | Sell |
|
|||||
|
2024
Q4 | $1.03M | Buy |
|
|||||
|
2024
Q3 | $1.11M | Sell |
|
|||||
|
2024
Q2 | $995K | Sell |
|
|||||
|
2024
Q1 | $1.04M | Sell |
|
|||||
|
2023
Q4 | $1.19M | Sell |
|
|||||
|
2023
Q3 | $1.04M | Hold |
|
|||||
|
2023
Q2 | $1.15M | Buy |
|
|||||
|
2023
Q1 | $1.09M | Buy |
|
|||||
|
2022
Q4 | $1.08M | Buy |
|
|||||
|
2022
Q3 | $1.03M | Sell |
|
|||||
|
2022
Q2 | $1.2M | Sell |
|
|||||
|
2022
Q1 | $1.4M | Sell |
|
|||||
|
2021
Q4 | $1.55M | Sell |
|
|||||
|
2021
Q3 | $1.35M | Sell |
|
|||||
|
2021
Q2 | $1.35M | Buy |
|
|||||
|
2021
Q1 | $1.17M | Buy |
|
|||||
|
2020
Q4 | $1.01M | Sell |
|
|||||
|
2020
Q3 | $1.02M | Hold |
|
|||||
|
2020
Q2 | $1.01M | Buy |
|
|||||
|
2020
Q1 | $886K | Buy |
|