Brewster Financial Planning’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 | $9.67M | Buy |
158,035
+3,656
| +2% | +$224K | 6.52% | 6 |
|
|
2025
Q1 | $9.5M | Buy |
154,379
+3,735
| +2% | +$230K | 7.02% | 6 |
|
|
2024
Q4 | $9.08M | Buy |
150,644
+5,828
| +4% | +$351K | 6.88% | 6 |
|
|
2024
Q3 | $9.54M | Buy |
144,816
+502
| +0.3% | +$33.1K | 7.4% | 6 |
|
|
2024
Q2 | $8.27M | Buy |
144,314
+5,422
| +4% | +$311K | 6.95% | 6 |
|
|
2024
Q1 | $8.01M | Buy |
138,892
+2,101
| +2% | +$121K | 6.89% | 6 |
|
|
2023
Q4 | $8.03M | Buy |
136,791
+3,287
| +2% | +$193K | 7.27% | 6 |
|
|
2023
Q3 | $6.7M | Buy |
133,504
+2,030
| +2% | +$102K | 6.7% | 6 |
|
|
2023
Q2 | $7.31M | Buy |
131,474
+3,139
| +2% | +$174K | 7.06% | 6 |
|
|
2023
Q1 | $7.13M | Buy |
128,335
+2,116
| +2% | +$118K | 7.15% | 6 |
|
|
2022
Q4 | $6.92M | Buy |
126,219
+3,991
| +3% | +$219K | 7.33% | 6 |
|
|
2022
Q3 | $6.56M | Buy |
122,228
+425
| +0.3% | +$22.8K | 7.66% | 6 |
|
|
2022
Q2 | $7.4M | Sell |
121,803
-2,740
| -2% | -$167K | 8.22% | 6 |
|
|
2022
Q1 | $8.84M | Buy |
124,543
+318
| +0.3% | +$22.6K | 8.5% | 6 |
|
|
2021
Q4 | $9.45M | Buy |
+124,225
| New | +$9.45M | 8.59% | 6 |
|