Robertson Stephens 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
Q2 | $317K | Hold |
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|
2025
Q1 | $319K | Sell |
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|
2024
Q4 | $313K | Sell |
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|
2024
Q3 | $349K | Sell |
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|
2024
Q2 | $304K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $599K | Sell |
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|
2022
Q2 | $825K | Buy |
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|
2022
Q1 | $666K | Buy |
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|
2021
Q4 | $466K | Buy |
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|
2021
Q3 | $352K | Buy |
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|
2021
Q2 | $342K | Sell |
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|
2021
Q1 | $334K | Buy |
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|
2020
Q4 | $289K | Buy |
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