Brewster Financial Planning’s iShares Select U.S. REIT ETF ICF Stock Holding History
Bought
  Maintained
  Sold
  | Quarter | Market Value | Status | Shares | 
        
          
          
            Change in  Stake  | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
| 
        
          
      
        2025
         Q3  | $10.1M | Buy | 
         | 
    |||||
| 
        
          
      
        2025
         Q2  | $9.67M | Buy | 
         | 
    |||||
| 
        
          
      
        2025
         Q1  | $9.5M | Buy | 
         | 
    |||||
| 
        
          
      
        2024
         Q4  | $9.08M | Buy | 
         | 
    |||||
| 
        
          
      
        2024
         Q3  | $9.54M | Buy | 
         | 
    |||||
| 
        
          
      
        2024
         Q2  | $8.27M | Buy | 
         | 
    |||||
| 
        
          
      
        2024
         Q1  | $8.01M | Buy | 
         | 
    |||||
| 
        
          
      
        2023
         Q4  | $8.03M | Buy | 
         | 
    |||||
| 
        
          
      
        2023
         Q3  | $6.7M | Buy | 
         | 
    |||||
| 
        
          
      
        2023
         Q2  | $7.31M | Buy | 
         | 
    |||||
| 
        
          
      
        2023
         Q1  | $7.13M | Buy | 
         | 
    |||||
| 
        
          
      
        2022
         Q4  | $6.92M | Buy | 
         | 
    |||||
| 
        
          
      
        2022
         Q3  | $6.56M | Buy | 
         | 
    |||||
| 
        
          
      
        2022
         Q2  | $7.4M | Sell | 
         | 
    |||||
| 
        
          
      
        2022
         Q1  | $8.84M | Buy | 
         | 
    |||||
| 
        
          
      
        2021
         Q4  | $9.45M | Buy | 
         |