1IA
1834 Investment Advisors’s iShares Select U.S. REIT ETF ICF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-11,454
| Closed | -$755K | – | 217 |
|
|
2024
Q3 | $755K | Buy |
11,454
+64
| +0.6% | +$4.22K | 0.09% | 140 |
|
|
2024
Q2 | $653K | Buy |
11,390
+105
| +0.9% | +$6.02K | 0.08% | 148 |
|
|
2024
Q1 | $651K | Sell |
11,285
-5,431
| -32% | -$313K | 0.08% | 147 |
|
|
2023
Q4 | $982K | Hold |
16,716
| – | – | 0.12% | 117 |
|
|
2023
Q3 | $838K | Sell |
16,716
-177
| -1% | -$8.88K | 0.1% | 129 |
|
|
2023
Q2 | $939K | Sell |
16,893
-414
| -2% | -$23K | 0.11% | 125 |
|
|
2023
Q1 | $961K | Buy |
17,307
+5,585
| +48% | +$310K | 0.12% | 125 |
|
|
2022
Q4 | $643K | Sell |
11,722
-2,745
| -19% | -$151K | 0.09% | 116 |
|
|
2022
Q3 | $776K | Sell |
14,467
-59
| -0.4% | -$3.17K | 0.12% | 106 |
|
|
2022
Q2 | $883K | Sell |
14,526
-822
| -5% | -$50K | 0.12% | 106 |
|
|
2022
Q1 | $1.09M | Buy |
15,348
+1,232
| +9% | +$87.5K | 0.13% | 105 |
|
|
2021
Q4 | $1.07M | Buy |
14,116
+2
| +0% | +$152 | 0.12% | 105 |
|
|
2021
Q3 | $923K | Sell |
14,114
-1,185
| -8% | -$77.5K | 0.11% | 109 |
|
|
2021
Q2 | $1M | Buy |
15,299
+1,520
| +11% | +$99.4K | 0.12% | 107 |
|
|
2021
Q1 | $797K | Buy |
13,779
+381
| +3% | +$22K | 0.1% | 106 |
|
|
2020
Q4 | $722K | Buy |
13,398
+5,712
| +74% | +$308K | 0.1% | 103 |
|
|
2020
Q3 | $784K | Sell |
7,686
-266
| -3% | -$27.1K | 0.11% | 98 |
|
|
2020
Q2 | $802K | Buy |
7,952
+1,925
| +32% | +$194K | 0.13% | 95 |
|
|
2020
Q1 | $552K | Buy |
6,027
+17
| +0.3% | +$1.56K | 0.1% | 108 |
|
|
2019
Q4 | $703K | Hold |
6,010
| – | – | 0.11% | 104 |
|
|
2019
Q3 | $721K | Sell |
6,010
-325
| -5% | -$39K | 0.1% | 108 |
|
|
2019
Q2 | $714K | Sell |
6,335
-585
| -8% | -$65.9K | 0.11% | 102 |
|
|
2019
Q1 | $770K | Sell |
6,920
-117
| -2% | -$13K | 0.12% | 99 |
|
|
2018
Q4 | $673K | Sell |
7,037
-122
| -2% | -$11.7K | 0.11% | 109 |
|
|
2018
Q3 | $716K | Sell |
7,159
-619
| -8% | -$61.9K | 0.1% | 110 |
|
|
2018
Q2 | $777K | Sell |
7,778
-226
| -3% | -$22.6K | 0.12% | 105 |
|
|
2018
Q1 | $747K | Buy |
8,004
+605
| +8% | +$56.5K | 0.13% | 105 |
|
|
2017
Q4 | $750K | Sell |
7,399
-204
| -3% | -$20.7K | 0.12% | 109 |
|
|
2017
Q3 | $765K | Buy |
7,603
+175
| +2% | +$17.6K | 0.14% | 96 |
|
|
2017
Q2 | $751K | Sell |
7,428
-90
| -1% | -$9.1K | 0.14% | 99 |
|
|
2017
Q1 | $750K | Sell |
7,518
-441
| -6% | -$44K | 0.14% | 103 |
|
|
2016
Q4 | $793K | Buy |
7,959
+277
| +4% | +$27.6K | 0.16% | 100 |
|
|
2016
Q3 | $806K | Buy |
7,682
+190
| +3% | +$19.9K | 0.18% | 95 |
|
|
2016
Q2 | $811K | Sell |
7,492
-587
| -7% | -$63.5K | 0.18% | 104 |
|
|
2016
Q1 | $833K | Buy |
8,079
+1,505
| +23% | +$155K | 0.19% | 98 |
|
|
2015
Q4 | $652K | Buy |
6,574
+13
| +0.2% | +$1.29K | 0.15% | 114 |
|
|
2015
Q3 | $608K | Buy |
6,561
+32
| +0.5% | +$2.97K | 0.15% | 120 |
|
|
2015
Q2 | $585K | Buy |
6,529
+254
| +4% | +$22.8K | 0.16% | 105 |
|
|
2015
Q1 | $635K | Buy |
6,275
+987
| +19% | +$99.9K | 0.17% | 104 |
|
|
2014
Q4 | $512K | Buy |
5,288
+132
| +3% | +$12.8K | 0.14% | 107 |
|
|
2014
Q3 | $436K | Buy |
5,156
+737
| +17% | +$62.3K | 0.12% | 113 |
|
|
2014
Q2 | $386K | Sell |
4,419
-27,098
| -86% | -$2.37M | 0.1% | 121 |
|
|
2014
Q1 | $2.59M | Buy |
31,517
+2,765
| +10% | +$227K | 0.76% | 50 |
|
|
2013
Q4 | $2.15M | Buy |
28,752
+2,490
| +9% | +$186K | 0.63% | 54 |
|
|
2013
Q3 | $2.02M | Buy |
26,262
+17,630
| +204% | +$1.36M | 0.66% | 51 |
|
|
2013
Q2 | $696K | Buy |
+8,632
| New | +$696K | 0.24% | 90 |
|