VERITY Wealth Advisors’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 | $812K | Buy |
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|
2025
Q2 | $803K | Buy |
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|
2025
Q1 | $805K | Buy |
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|
2024
Q4 | $781K | Buy |
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|
2024
Q3 | $850K | Buy |
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|
2024
Q2 | $736K | Buy |
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|
2024
Q1 | $739K | Buy |
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|
2023
Q4 | $751K | Buy |
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|
2023
Q3 | $485K | Hold |
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|
2023
Q2 | $538K | Buy |
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|
2023
Q1 | $536K | Buy |
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|
2022
Q4 | $528K | Buy |
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|
2022
Q3 | $510K | Hold |
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|
2022
Q2 | $577K | Buy |
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|
2022
Q1 | $673K | Buy |
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|
2021
Q4 | $719K | Buy |
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|
2021
Q3 | $614K | Hold |
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|
2021
Q2 | $613K | Buy |
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|
2021
Q1 | $539K | Hold |
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|
2020
Q4 | $502K | Buy |
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|
2020
Q3 | $473K | Buy |
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|
2020
Q2 | $466K | Buy |
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|
2020
Q1 | $420K | Hold |
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|
2019
Q4 | $536K | Buy |
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|
2019
Q3 | $545K | Sell |
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|
2019
Q2 | $712K | Buy |
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|
2019
Q1 | $699K | Buy |
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|
2018
Q4 | $598K | Buy |
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