Wealthstream Advisors’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 | $950K | Hold |
15,531
| – | – | 0.16% | 55 |
|
|
2025
Q1 | $956K | Hold |
15,531
| – | – | 0.18% | 50 |
|
|
2024
Q4 | $936K | Sell |
15,531
-87
| -0.6% | -$5.24K | 0.17% | 52 |
|
|
2024
Q3 | $1.03M | Hold |
15,618
| – | – | 0.19% | 46 |
|
|
2024
Q2 | $895K | Sell |
15,618
-12
| -0.1% | -$687 | 0.33% | 47 |
|
|
2024
Q1 | $902K | Sell |
15,630
-365
| -2% | -$21.1K | 0.34% | 46 |
|
|
2023
Q4 | $939K | Buy |
15,995
+1,415
| +10% | +$83.1K | 0.39% | 35 |
|
|
2023
Q3 | $731K | Hold |
14,580
| – | – | 0.38% | 41 |
|
|
2023
Q2 | $810K | Buy |
14,580
+38
| +0.3% | +$2.11K | 0.43% | 33 |
|
|
2023
Q1 | $808K | Buy |
14,542
+51
| +0.4% | +$2.83K | 0.48% | 28 |
|
|
2022
Q4 | $795K | Buy |
14,491
+84
| +0.6% | +$4.61K | 0.52% | 27 |
|
|
2022
Q3 | $773K | Buy |
14,407
+98
| +0.7% | +$5.26K | 0.83% | 19 |
|
|
2022
Q2 | $870K | Buy |
14,309
+33
| +0.2% | +$2.01K | 0.88% | 18 |
|
|
2022
Q1 | $1.01M | Buy |
14,276
+40
| +0.3% | +$2.84K | 0.89% | 19 |
|
|
2021
Q4 | $1.08M | Buy |
+14,236
| New | +$1.08M | 0.92% | 18 |
|