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