Wealth Enhancement Advisory Services’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
2026
Q1
$1.42M Sell
22,498
-11,904
-35% -$746K ﹤0.01% 1578
2025
Q4
$2.07M Buy
34,402
+285
+0.8% +$17.3K ﹤0.01% 1496
2025
Q3
$2.08M Sell
34,117
-6,024
-15% -$368K ﹤0.01% 1409
2025
Q2
$2.48M Sell
40,141
-5,698
-12% -$345K ﹤0.01% 1249
2025
Q1
$2.82M Sell
45,839
-4,386
-9% -$268K 0.01% 1071
2024
Q4
$3.03M Sell
50,225
-1,781
-3% -$114K 0.01% 991
2024
Q3
$3.43M Buy
52,006
+1,721
+3% +$108K 0.01% 847
2024
Q2
$2.88M Sell
50,285
-5,362
-10% -$297K 0.01% 863
2024
Q1
$3.21M Buy
55,647
+175
+0.3% +$9.98K 0.01% 790
2023
Q4
$3.26M Sell
55,472
-2,633
-5% -$139K 0.01% 735
2023
Q3
$2.91M Buy
+58,105
New +$3.18M 0.01% 728
2023
Q1
Sell
-4,497
Closed -$265K 538
2022
Q4
$265K Sell
4,497
-3,021
-40% -$165K ﹤0.01% 299
2022
Q3
$386K Buy
7,518
+743
+11% +$46.2K 0.01% 287
2022
Q2
$415K Buy
6,775
+3,512
+108% +$231K 0.01% 288
2022
Q1
$236K Buy
+3,263
New +$225K ﹤0.01% 299

Other funds holding ICF