WealthShield 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 | $13.9K | Hold |
228
| – | – | ﹤0.01% | 485 |
|
|
2025
Q1 | $14K | Hold |
228
| – | – | ﹤0.01% | 467 |
|
|
2024
Q4 | $13.7K | Sell |
228
-111
| -33% | -$6.69K | ﹤0.01% | 437 |
|
|
2024
Q3 | $22.3K | Hold |
339
| – | – | ﹤0.01% | 424 |
|
|
2024
Q2 | $19.4K | Hold |
339
| – | – | ﹤0.01% | 404 |
|
|
2024
Q1 | $19.6K | Buy |
339
+31
| +10% | +$1.79K | ﹤0.01% | 399 |
|
|
2023
Q4 | $18.1K | Hold |
308
| – | – | ﹤0.01% | 411 |
|
|
2023
Q3 | $15.6K | Hold |
308
| – | – | ﹤0.01% | 424 |
|
|
2023
Q2 | $17.1K | Sell |
308
-48
| -13% | -$2.67K | ﹤0.01% | 425 |
|
|
2023
Q1 | $19.8K | Buy |
+356
| New | +$19.8K | ﹤0.01% | 415 |
|
|
2022
Q3 | – | Sell |
-11,609
| Closed | -$705K | – | 301 |
|
|
2022
Q2 | $705K | Buy |
+11,609
| New | +$705K | 0.14% | 171 |
|
|
2021
Q4 | – | Sell |
-16,328
| Closed | -$1.07M | – | 290 |
|
|
2021
Q3 | $1.07M | Buy |
16,328
+14,555
| +821% | +$952K | 0.29% | 78 |
|
|
2021
Q2 | $116K | Hold |
1,773
| – | – | 0.02% | 337 |
|
|
2021
Q1 | $102K | Buy |
+1,773
| New | +$102K | 0.02% | 339 |
|