Atria Wealth Solutions’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 | $2.82M | Sell |
46,103
-30,641
| -40% | -$1.87M | 0.06% | 334 |
|
|
2025
Q1 | $4.72M | Buy |
76,744
+3,752
| +5% | +$231K | 0.06% | 351 |
|
|
2024
Q4 | $4.4M | Sell |
72,992
-8,398
| -10% | -$506K | 0.05% | 388 |
|
|
2024
Q3 | $5.36M | Sell |
81,390
-1,102
| -1% | -$72.6K | 0.06% | 324 |
|
|
2024
Q2 | $4.73M | Sell |
82,492
-3,612
| -4% | -$207K | 0.05% | 354 |
|
|
2024
Q1 | $4.97M | Buy |
86,104
+6,037
| +8% | +$348K | 0.06% | 340 |
|
|
2023
Q4 | $4.7M | Buy |
80,067
+746
| +0.9% | +$43.8K | 0.06% | 331 |
|
|
2023
Q3 | $3.99M | Sell |
79,321
-926
| -1% | -$46.6K | 0.06% | 347 |
|
|
2023
Q2 | $4.46M | Sell |
80,247
-14,067
| -15% | -$782K | 0.06% | 314 |
|
|
2023
Q1 | $5.24M | Sell |
94,314
-37,560
| -28% | -$2.09M | 0.08% | 252 |
|
|
2022
Q4 | $7.23M | Buy |
131,874
+1,184
| +0.9% | +$64.9K | 0.12% | 191 |
|
|
2022
Q3 | $7.01M | Buy |
130,690
+343
| +0.3% | +$18.4K | 0.12% | 176 |
|
|
2022
Q2 | $7.92M | Sell |
130,347
-1,244
| -0.9% | -$75.6K | 0.15% | 137 |
|
|
2022
Q1 | $9.34M | Buy |
+131,591
| New | +$9.34M | 0.16% | 134 |
|