Aptus Capital Advisors’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 | $466K | Sell |
7,615
-139
| -2% | -$8.5K | ﹤0.01% | 683 |
|
2025
Q1 | $477K | Sell |
7,754
-981
| -11% | -$60.4K | ﹤0.01% | 645 |
|
2024
Q4 | $526K | Buy |
8,735
+4,293
| +97% | +$259K | 0.01% | 610 |
|
2024
Q3 | $293K | Sell |
4,442
-61
| -1% | -$4.02K | ﹤0.01% | 657 |
|
2024
Q2 | $258K | Sell |
4,503
-360
| -7% | -$20.6K | ﹤0.01% | 653 |
|
2024
Q1 | $281K | Buy |
4,863
+3,061
| +170% | +$177K | 0.01% | 642 |
|
2023
Q4 | $106K | Sell |
1,802
-81
| -4% | -$4.76K | ﹤0.01% | 610 |
|
2023
Q3 | $94.5K | Buy |
1,883
+62
| +3% | +$3.11K | ﹤0.01% | 623 |
|
2023
Q2 | $101K | Buy |
1,821
+26
| +1% | +$1.45K | ﹤0.01% | 517 |
|
2023
Q1 | $99.7K | Buy |
1,795
+770
| +75% | +$42.8K | ﹤0.01% | 518 |
|
2022
Q4 | $56.2K | Buy |
+1,025
| New | +$56.2K | ﹤0.01% | 585 |
|