Wealthcare Advisory Partners’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 | $496K | Buy |
+8,109
| New | +$496K | 0.01% | 644 |
|
|
2021
Q2 | – | Sell |
-408
| Closed | -$24K | – | 1148 |
|
|
2021
Q1 | $24K | Buy |
+408
| New | +$24K | ﹤0.01% | 1138 |
|
|
2020
Q2 | – | Sell |
-190
| Closed | -$9K | – | 807 |
|
|
2020
Q1 | $9K | Sell |
190
-56
| -23% | -$2.65K | ﹤0.01% | 947 |
|
|
2019
Q4 | $14K | Hold |
246
| – | – | ﹤0.01% | 855 |
|
|
2019
Q3 | $15K | Sell |
246
-232
| -49% | -$14.1K | ﹤0.01% | 825 |
|
|
2019
Q2 | $27K | Hold |
478
| – | – | ﹤0.01% | 651 |
|
|
2019
Q1 | $27K | Buy |
478
+288
| +152% | +$16.3K | ﹤0.01% | 588 |
|
|
2018
Q4 | $9K | Hold |
190
| – | – | ﹤0.01% | 809 |
|
|
2018
Q3 | $10K | Hold |
190
| – | – | ﹤0.01% | 842 |
|
|
2018
Q2 | $9K | Buy |
190
+42
| +28% | +$1.99K | ﹤0.01% | 862 |
|
|
2018
Q1 | $7K | Hold |
148
| – | – | ﹤0.01% | 789 |
|
|
2017
Q4 | $7K | Hold |
148
| – | – | ﹤0.01% | 737 |
|
|
2017
Q3 | $7K | Buy |
+148
| New | +$7K | ﹤0.01% | 600 |
|