Waldron Private Wealth’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 | $373K | Hold |
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|
2025
Q2 | $370K | Hold |
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|
2025
Q1 | $372K | Sell |
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|
2024
Q4 | $419K | Sell |
|
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|
2024
Q3 | $510K | Sell |
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|
2024
Q2 | $501K | Hold |
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|
2024
Q1 | $505K | Sell |
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|
2023
Q4 | $575K | Sell |
|
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|
2023
Q3 | $627K | Hold |
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|
2023
Q2 | $687K | Hold |
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|
2023
Q1 | $686K | Sell |
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|
2022
Q4 | $663K | Hold |
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|
2022
Q3 | $663K | Sell |
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|
2022
Q2 | $800K | Hold |
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|
2022
Q1 | $935K | Buy |
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|
2021
Q4 | $1M | Buy |
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|
2021
Q3 | $860K | Buy |
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|
2021
Q2 | $522K | Buy |
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