Avion Wealth’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 | $46K | Hold |
760
| – | – | 0.01% | 211 |
|
|
2025
Q1 | $45K | Hold |
760
| – | – | 0.01% | 201 |
|
|
2024
Q4 | $45K | Hold |
760
| – | – | 0.01% | 200 |
|
|
2024
Q3 | $50K | Hold |
760
| – | – | 0.01% | 168 |
|
|
2024
Q2 | $43K | Hold |
760
| – | – | 0.01% | 168 |
|
|
2024
Q1 | $44K | Hold |
760
| – | – | 0.01% | 163 |
|
|
2023
Q4 | $45K | Hold |
760
| – | – | 0.01% | 159 |
|
|
2023
Q3 | $38K | Hold |
760
| – | – | 0.01% | 167 |
|
|
2023
Q2 | $42K | Hold |
760
| – | – | 0.01% | 173 |
|
|
2023
Q1 | $41K | Hold |
760
| – | – | 0.01% | 158 |
|
|
2022
Q4 | $40K | Hold |
760
| – | – | 0.01% | 156 |
|
|
2022
Q3 | $41K | Hold |
760
| – | – | 0.01% | 155 |
|
|
2022
Q2 | $46K | Hold |
760
| – | – | 0.01% | 149 |
|
|
2022
Q1 | $54K | Buy |
760
+720
| +1,800% | +$51.2K | 0.02% | 122 |
|
|
2021
Q4 | $3K | Hold |
40
| – | – | ﹤0.01% | 318 |
|
|
2021
Q3 | $3K | Hold |
40
| – | – | ﹤0.01% | 306 |
|
|
2021
Q2 | $3K | Hold |
40
| – | – | ﹤0.01% | 290 |
|
|
2021
Q1 | $2K | Hold |
40
| – | – | ﹤0.01% | 298 |
|
|
2020
Q4 | $2K | Hold |
40
| – | – | ﹤0.01% | 303 |
|
|
2020
Q3 | $2K | Hold |
40
| – | – | ﹤0.01% | 269 |
|
|
2020
Q2 | $2K | Hold |
40
| – | – | ﹤0.01% | 241 |
|
|
2020
Q1 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 262 |
|