Westshore Wealth’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 | $497K | Buy |
8,121
+649
| +9% | +$39.7K | 0.19% | 46 |
|
|
2025
Q1 | $460K | Buy |
7,472
+29
| +0.4% | +$1.78K | 0.19% | 45 |
|
|
2024
Q4 | $449K | Buy |
7,443
+742
| +11% | +$44.7K | 0.18% | 44 |
|
|
2024
Q3 | $442K | Buy |
6,701
+517
| +8% | +$34.1K | 0.18% | 45 |
|
|
2024
Q2 | $354K | Buy |
6,184
+35
| +0.6% | +$2.01K | 0.15% | 50 |
|
|
2024
Q1 | $355K | Buy |
6,149
+1,898
| +45% | +$110K | 0.15% | 54 |
|
|
2023
Q4 | $250K | Buy |
+4,251
| New | +$250K | 0.12% | 73 |
|
|
2022
Q4 | – | Sell |
-4,580
| Closed | -$246K | – | 109 |
|
|
2022
Q3 | $246K | Buy |
+4,580
| New | +$246K | 0.17% | 71 |
|
|
2019
Q4 | $1.74M | Buy |
+29,684
| New | +$1.74M | 1.91% | 11 |
|