Advisornet Financial’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 | $114K | Sell |
1,872
-125
| -6% | -$7.64K | 0.01% | 722 |
|
|
2025
Q1 | $123K | Buy |
1,997
+341
| +21% | +$21K | 0.01% | 663 |
|
|
2024
Q4 | $99.8K | Buy |
1,656
+5
| +0.3% | +$301 | 0.01% | 688 |
|
|
2024
Q3 | $109K | Buy |
1,651
+4
| +0.2% | +$264 | 0.01% | 677 |
|
|
2024
Q2 | $94.3K | Buy |
1,647
+398
| +32% | +$22.8K | 0.01% | 656 |
|
|
2024
Q1 | $72.1K | Sell |
1,249
-119
| -9% | -$6.87K | 0.01% | 713 |
|
|
2023
Q4 | $80.3K | Buy |
1,368
+91
| +7% | +$5.34K | 0.01% | 696 |
|
|
2023
Q3 | $64.1K | Buy |
1,277
+180
| +16% | +$9.03K | 0.01% | 722 |
|
|
2023
Q2 | $61K | Buy |
1,097
+976
| +807% | +$54.2K | 0.01% | 763 |
|
|
2023
Q1 | $6.72K | Sell |
121
-3,841
| -97% | -$213K | ﹤0.01% | 1411 |
|
|
2022
Q4 | $217K | Sell |
3,962
-989
| -20% | -$54.2K | 0.02% | 456 |
|
|
2022
Q3 | $266K | Buy |
4,951
+1,658
| +50% | +$89.1K | 0.03% | 445 |
|
|
2022
Q2 | $200K | Buy |
3,293
+1,611
| +96% | +$97.8K | 0.02% | 497 |
|
|
2022
Q1 | $119K | Buy |
1,682
+945
| +128% | +$66.9K | 0.01% | 683 |
|
|
2021
Q4 | $56K | Buy |
737
+7
| +1% | +$532 | ﹤0.01% | 963 |
|
|
2021
Q3 | $48K | Buy |
730
+120
| +20% | +$7.89K | ﹤0.01% | 1014 |
|
|
2021
Q2 | $40K | Buy |
610
+6
| +1% | +$393 | ﹤0.01% | 1039 |
|
|
2021
Q1 | $35K | Hold |
604
| – | – | ﹤0.01% | 1033 |
|
|
2020
Q4 | $33K | Sell |
604
-264
| -30% | -$14.4K | ﹤0.01% | 992 |
|
|
2020
Q3 | $44K | Sell |
868
-5,290
| -86% | -$268K | ﹤0.01% | 882 |
|
|
2020
Q2 | $311K | Sell |
6,158
-114
| -2% | -$5.76K | 0.03% | 423 |
|
|
2020
Q1 | $287K | Sell |
6,272
-6,862
| -52% | -$314K | 0.03% | 401 |
|
|
2019
Q4 | $768K | Buy |
13,134
+2,864
| +28% | +$167K | 0.07% | 251 |
|
|
2019
Q3 | $616K | Buy |
10,270
+3,322
| +48% | +$199K | 0.06% | 293 |
|
|
2019
Q2 | $391K | Buy |
6,948
+6,250
| +895% | +$352K | 0.04% | 342 |
|
|
2019
Q1 | $39K | Buy |
698
+4
| +0.6% | +$223 | ﹤0.01% | 800 |
|
|
2018
Q4 | $33K | Buy |
694
+4
| +0.6% | +$190 | ﹤0.01% | 786 |
|
|
2018
Q3 | $35K | Hold |
690
| – | – | ﹤0.01% | 820 |
|
|
2018
Q2 | $34K | Hold |
690
| – | – | ﹤0.01% | 818 |
|
|
2018
Q1 | $32K | Hold |
690
| – | – | ﹤0.01% | 813 |
|
|
2017
Q4 | $35K | Buy |
+690
| New | +$35K | 0.01% | 737 |
|