Capital Advisors Ltd’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 | $127K | Hold |
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|
2025
Q2 | $126K | Hold |
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|
2025
Q1 | $127K | Sell |
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|
2024
Q4 | $152K | Hold |
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|
2024
Q3 | $167K | Hold |
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|
2024
Q2 | $145K | Hold |
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|
2024
Q1 | $146K | Sell |
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|
2023
Q4 | $225K | Sell |
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|
2023
Q3 | $229K | Sell |
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|
2023
Q2 | $414K | Sell |
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|
2023
Q1 | $586K | Hold |
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|
2022
Q4 | $578K | Hold |
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|
2022
Q3 | $566K | Hold |
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|
2022
Q2 | $641K | Hold |
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|
2022
Q1 | $749K | Hold |
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|
2021
Q4 | $802K | Hold |
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|
2021
Q3 | $690K | Hold |
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|
2021
Q2 | $689K | Sell |
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|
2021
Q1 | $701K | Sell |
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|
2020
Q4 | $776K | Sell |
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|
2020
Q3 | $761K | Hold |
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|
2020
Q2 | $752K | Buy |
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|
2020
Q1 | $433K | Buy |
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|
2019
Q4 | $504K | Hold |
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|
2019
Q3 | $517K | Buy |
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|
2019
Q2 | $447K | Sell |
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|
2019
Q1 | $814K | Sell |
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|
2018
Q4 | $743K | Hold |
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|
2018
Q3 | $777K | Hold |
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|
2018
Q2 | $775K | Hold |
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|
2018
Q1 | $724K | Buy |
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|
2017
Q4 | $742K | Buy |
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|
2017
Q3 | $660K | Buy |
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|
2017
Q2 | $663K | Buy |
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|
2017
Q1 | $653K | Sell |
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|
2016
Q4 | $662K | Sell |
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|
2016
Q3 | $735K | Buy |
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|
2016
Q2 | $506K | Buy |
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|
2016
Q1 | $217K | Hold |
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|
2015
Q4 | $209K | Hold |
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|
2015
Q3 | $195K | Hold |
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|
2015
Q2 | $189K | Hold |
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|
2015
Q1 | $213K | Hold |
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|
2014
Q4 | $204K | Hold |
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|
2014
Q3 | $177K | Hold |
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|
2014
Q2 | $184K | Hold |
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|
2014
Q1 | $173K | Buy |
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|
2013
Q4 | $115K | Buy |
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