Avantax Advisory Services’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 | $5.8M | Buy |
94,836
+1,812
| +2% | +$111K | 0.03% | 409 |
|
|
2025
Q1 | $5.72M | Buy |
93,024
+18,405
| +25% | +$1.13M | 0.03% | 380 |
|
|
2024
Q4 | $4.5M | Sell |
74,619
-6,054
| -8% | -$365K | 0.03% | 428 |
|
|
2024
Q3 | $5.32M | Buy |
80,673
+1,229
| +2% | +$81K | 0.03% | 377 |
|
|
2024
Q2 | $4.55M | Buy |
79,444
+33,417
| +73% | +$1.91M | 0.03% | 402 |
|
|
2024
Q1 | $2.66M | Buy |
46,027
+1,471
| +3% | +$84.9K | 0.02% | 464 |
|
|
2023
Q4 | $2.62M | Sell |
44,556
-24,447
| -35% | -$1.44M | 0.03% | 433 |
|
|
2023
Q3 | $3.46M | Buy |
69,003
+4,581
| +7% | +$230K | 0.04% | 325 |
|
|
2023
Q2 | $3.58M | Sell |
64,422
-14,278
| -18% | -$793K | 0.04% | 315 |
|
|
2023
Q1 | $4.37M | Sell |
78,700
-27,021
| -26% | -$1.5M | 0.05% | 271 |
|
|
2022
Q4 | $5.8M | Buy |
105,721
+23,160
| +28% | +$1.27M | 0.08% | 198 |
|
|
2022
Q3 | $4.43M | Buy |
82,561
+40,359
| +96% | +$2.17M | 0.07% | 221 |
|
|
2022
Q2 | $2.57M | Buy |
42,202
+1,164
| +3% | +$70.7K | 0.04% | 328 |
|
|
2022
Q1 | $2.92M | Buy |
41,038
+258
| +0.6% | +$18.4K | 0.04% | 303 |
|
|
2021
Q4 | $3.1M | Sell |
40,780
-1,831
| -4% | -$139K | 0.05% | 284 |
|
|
2021
Q3 | $2.79M | Buy |
42,611
+3,440
| +9% | +$225K | 0.05% | 279 |
|
|
2021
Q2 | $2.57M | Buy |
39,171
+1,864
| +5% | +$122K | 0.05% | 283 |
|
|
2021
Q1 | $2.16M | Sell |
37,307
-1,531
| -4% | -$88.5K | 0.05% | 277 |
|
|
2020
Q4 | $2.09M | Sell |
38,838
-132,294
| -77% | -$7.12M | 0.05% | 266 |
|
|
2020
Q3 | $8.74M | Buy |
171,132
+90,872
| +113% | +$4.64M | 0.14% | 123 |
|
|
2020
Q2 | $4.06M | Sell |
80,260
-2,348
| -3% | -$119K | 0.12% | 134 |
|
|
2020
Q1 | $3.77M | Buy |
82,608
+2,354
| +3% | +$107K | 0.11% | 128 |
|
|
2019
Q4 | $4.7M | Buy |
+80,254
| New | +$4.7M | 0.11% | 121 |
|
|
2019
Q3 | – | Sell |
-3,542
| Closed | -$200K | – | 582 |
|
|
2019
Q2 | $200K | Buy |
+3,542
| New | +$200K | 0.01% | 489 |
|