Accel Wealth Management’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 | $575K | Sell |
9,397
-1,511
| -14% | -$92.4K | 0.19% | 120 |
|
|
2025
Q1 | $671K | Sell |
10,908
-21
| -0.2% | -$1.29K | 0.24% | 97 |
|
|
2024
Q4 | $659K | Buy |
10,929
+5
| +0% | +$301 | 0.25% | 103 |
|
|
2024
Q3 | $720K | Buy |
10,924
+5,733
| +110% | +$378K | 0.27% | 91 |
|
|
2024
Q2 | $297K | Buy |
5,191
+1,520
| +41% | +$87.1K | 0.12% | 170 |
|
|
2024
Q1 | $212K | Sell |
3,671
-146
| -4% | -$8.42K | 0.09% | 206 |
|
|
2023
Q4 | $224K | Sell |
3,817
-346
| -8% | -$20.3K | 0.11% | 168 |
|
|
2023
Q3 | $209K | Sell |
4,163
-86
| -2% | -$4.31K | 0.12% | 158 |
|
|
2023
Q2 | $236K | Buy |
4,249
+4,103
| +2,810% | +$228K | 0.13% | 146 |
|
|
2023
Q1 | $8.11K | Hold |
146
| – | – | ﹤0.01% | 939 |
|
|
2022
Q4 | $8.01K | Hold |
146
| – | – | ﹤0.01% | 751 |
|
|
2022
Q3 | $8K | Hold |
146
| – | – | ﹤0.01% | 781 |
|
|
2022
Q2 | $9K | Hold |
146
| – | – | 0.01% | 724 |
|
|
2022
Q1 | $11K | Hold |
146
| – | – | 0.01% | 691 |
|
|
2021
Q4 | $11K | Hold |
146
| – | – | 0.01% | 696 |
|
|
2021
Q3 | $10K | Hold |
146
| – | – | 0.01% | 638 |
|
|
2021
Q2 | $10K | Hold |
146
| – | – | 0.01% | 693 |
|
|
2021
Q1 | $8K | Hold |
146
| – | – | 0.01% | 686 |
|
|
2020
Q4 | $8K | Buy |
+146
| New | +$8K | 0.01% | 651 |
|