Wealth Enhancement Advisory Services’s iShares Select U.S. REIT ETF ICF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.48M | Sell |
40,141
-5,698
| -12% | -$352K | ﹤0.01% | 1246 |
|
|
2025
Q1 | $2.82M | Sell |
45,839
-4,386
| -9% | -$270K | 0.01% | 1069 |
|
|
2024
Q4 | $3.03M | Sell |
50,225
-1,781
| -3% | -$107K | 0.01% | 989 |
|
|
2024
Q3 | $3.43M | Buy |
52,006
+1,721
| +3% | +$113K | 0.01% | 845 |
|
|
2024
Q2 | $2.88M | Sell |
50,285
-5,362
| -10% | -$307K | 0.01% | 863 |
|
|
2024
Q1 | $3.21M | Buy |
55,647
+175
| +0.3% | +$10.1K | 0.01% | 790 |
|
|
2023
Q4 | $3.26M | Sell |
55,472
-2,633
| -5% | -$155K | 0.01% | 735 |
|
|
2023
Q3 | $2.91M | Buy |
+58,105
| New | +$2.91M | 0.01% | 728 |
|
|
2023
Q1 | – | Sell |
-4,497
| Closed | -$265K | – | 538 |
|
|
2022
Q4 | $265K | Sell |
4,497
-3,021
| -40% | -$178K | ﹤0.01% | 299 |
|
|
2022
Q3 | $386K | Buy |
7,518
+743
| +11% | +$38.1K | 0.01% | 287 |
|
|
2022
Q2 | $415K | Buy |
6,775
+3,512
| +108% | +$215K | 0.01% | 288 |
|
|
2022
Q1 | $236K | Buy |
+3,263
| New | +$236K | ﹤0.01% | 299 |
|