Private Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $170K | Hold |
2,775
| – | – | 0.06% | 88 |
|
|
2025
Q1 | $171K | Hold |
2,775
| – | – | 0.06% | 86 |
|
|
2024
Q4 | $167K | Hold |
2,775
| – | – | 0.06% | 86 |
|
|
2024
Q3 | $183K | Buy |
2,775
+1,100
| +66% | +$72.5K | 0.07% | 78 |
|
|
2024
Q2 | $96K | Hold |
1,675
| – | – | 0.04% | 107 |
|
|
2024
Q1 | $96.7K | Hold |
1,675
| – | – | 0.04% | 101 |
|
|
2023
Q4 | $98.4K | Buy |
+1,675
| New | +$98.4K | 0.05% | 100 |
|