WealthShield Partners’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 | $14K | Hold |
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|
2025
Q2 | $13.9K | Hold |
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|
2025
Q1 | $14K | Hold |
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|
2024
Q4 | $13.7K | Sell |
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|
2024
Q3 | $22.3K | Hold |
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|
2024
Q2 | $19.4K | Hold |
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|
2024
Q1 | $19.6K | Buy |
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|
2023
Q4 | $18.1K | Hold |
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|
2023
Q3 | $15.6K | Hold |
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|
2023
Q2 | $17.1K | Sell |
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|
2023
Q1 | $19.8K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $705K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $1.07M | Buy |
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|
2021
Q2 | $116K | Hold |
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|
2021
Q1 | $102K | Buy |
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