Tolleson 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 | $550K | Sell |
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|
2025
Q1 | $559K | Hold |
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|
2024
Q4 | $547K | Sell |
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|
2024
Q3 | $605K | Hold |
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|
2024
Q2 | $526K | Sell |
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|
2024
Q1 | $532K | Sell |
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|
2023
Q4 | $552K | Hold |
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|
2023
Q3 | $477K | Hold |
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|
2023
Q2 | $523K | Hold |
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|
2023
Q1 | $522K | Hold |
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|
2022
Q4 | $516K | Sell |
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|
2022
Q3 | $818K | Sell |
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|
2022
Q2 | $976K | Hold |
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|
2022
Q1 | $1.14M | Sell |
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|
2021
Q4 | $1.25M | Hold |
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|
2021
Q3 | $1.08M | Hold |
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|
2021
Q2 | $1.08M | Hold |
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|
2021
Q1 | $952K | Hold |
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|
2020
Q4 | $887K | Sell |
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|
2020
Q3 | $840K | Sell |
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|
2020
Q2 | $2.2M | Buy |
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|
2020
Q1 | $1.91M | Hold |
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|
2019
Q4 | $2.44M | Hold |
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|
2019
Q3 | $2.51M | Buy |
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