AllSquare Wealth Management’s iShares Select U.S. REIT ETF ICF Stock Holding History

AllSquare Wealth Management’s Portfolio ICF Stock Details ICF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$12.2K	Buy	199 +1	+0.5%	+$61	0.01%	363
2025 Q1	$12.2K	Buy	198 +1	+0.5%	+$61	0.01%	361
2024 Q4	$11.9K	Buy	197 +2	+1%	+$120	0.01%	362
2024 Q3	$12.9K	Buy	195 +2	+1%	+$132	0.01%	360
2024 Q2	$11.1K	Hold	193	–	–	0.01%	363
2024 Q1	$11.1K	Buy	193 +1	+0.5%	+$58	0.01%	366
2023 Q4	$11.3K	Buy	192 +4	+2%	+$235	0.01%	359
2023 Q3	$9.41K	Buy	188 +1	+0.5%	+$50	0.01%	372
2023 Q2	$9.87K	Hold	187	–	–	0.01%	374
2023 Q1	$10.4K	Buy	187 +1	+0.5%	+$56	0.01%	369
2022 Q4	$10.2K	Buy	186 +2	+1%	+$110	0.01%	360
2022 Q3	$10K	Buy	184 +1	+0.5%	+$54	0.01%	356
2022 Q2	$11K	Buy	183 +1	+0.5%	+$60	0.01%	356
2022 Q1	$13K	Buy	182 +1	+0.6%	+$71	0.01%	355
2021 Q4	$14K	Buy	181 +57	+46%	+$4.41K	0.01%	355
2021 Q3	$8K	Hold	124	–	–	﹤0.01%	388
2021 Q2	$8K	Hold	124	–	–	﹤0.01%	403
2021 Q1	$7K	Hold	124	–	–	﹤0.01%	398
2020 Q4	$7K	Hold	124	–	–	﹤0.01%	369
2020 Q3	$6K	Hold	124	–	–	﹤0.01%	371
2020 Q2	$6K	Hold	124	–	–	﹤0.01%	375
2020 Q1	$6K	Buy	124 +22	+22%	+$1.07K	0.01%	349
2019 Q4	$6K	Hold	102	–	–	﹤0.01%	365
2019 Q3	$6K	Hold	102	–	–	﹤0.01%	366
2019 Q2	$6K	Hold	102	–	–	﹤0.01%	380
2019 Q1	$6K	Hold	102	–	–	﹤0.01%	377
2018 Q4	$5K	Hold	102	–	–	﹤0.01%	378
2018 Q3	$5K	Hold	102	–	–	﹤0.01%	405
2018 Q2	$5K	Hold	102	–	–	﹤0.01%	402
2018 Q1	$5K	Hold	102	–	–	﹤0.01%	327
2017 Q4	$5K	Hold	102	–	–	﹤0.01%	329
2017 Q3	$5K	Buy	+102	New	+$5K	﹤0.01%	309
2017 Q2	–	Sell	-102	Closed	-$5K	–	266
2017 Q1	$5K	Hold	102	–	–	﹤0.01%	301
2016 Q4	$5K	Hold	102	–	–	﹤0.01%	276
2016 Q3	$5K	Hold	102	–	–	﹤0.01%	264
2016 Q2	$6K	Hold	102	–	–	0.01%	232
2016 Q1	$5K	Hold	102	–	–	0.01%	248
2015 Q4	$5K	Hold	102	–	–	0.01%	248
2015 Q3	$5K	Hold	102	–	–	0.01%	252
2015 Q2	$5K	Hold	102	–	–	﹤0.01%	272
2015 Q1	$5K	Hold	102	–	–	﹤0.01%	272
2014 Q4	$5K	Buy	+102	New	+$5K	﹤0.01%	270