SWM
ICF icon

Segment Wealth Management’s iShares Select U.S. REIT ETF ICF Stock Holding History

Segment Wealth Management’s Portfolio ICF Stock Details ICF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-17,636
Closed -$1.85M – 178
2016
Q3 		$1.85M Buy
17,636
+90
+0.5% +$9.44K 0.73% 54
2016
Q2 		$1.9M Buy
17,546
+1,676
+11% +$181K 0.78% 49
2016
Q1 		$1.64M Buy
+15,870
New +$1.64M 0.61% 56