CVA Family Office’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $83.9K | Buy |
1,355
+1
| +0.1% | +$63 | 0.01% | 490 |
|
|
2025
Q4 | $80.8K | Buy |
1,354
+4
| +0.3% | +$243 | 0.01% | 463 |
|
|
2025
Q3 | $83.2K | Buy |
1,350
+2
| +0.1% | +$122 | 0.01% | 453 |
|
|
2025
Q2 | $82.4K | Buy |
1,348
+2
| +0.1% | +$121 | 0.01% | 443 |
|
|
2025
Q1 | $82.8K | Buy |
1,346
+2
| +0.1% | +$122 | 0.01% | 426 |
|
|
2024
Q4 | $81K | Buy |
1,344
+3
| +0.2% | +$191 | 0.01% | 426 |
|
|
2024
Q3 | $88.4K | Buy |
1,341
+3
| +0.2% | +$187 | 0.01% | 398 |
|
|
2024
Q2 | $76.7K | Buy |
1,338
+1
| +0.1% | +$55 | 0.01% | 403 |
|
|
2024
Q1 | $77.1K | Buy |
1,337
+2
| +0.1% | +$114 | 0.01% | 404 |
|
|
2023
Q4 | $78.4K | Buy |
+1,335
| New | +$70.6K | 0.02% | 373 |
|
|
2023
Q3 | – | Sell |
-1,328
| Closed | -$73.8K | – | 562 |
|
|
2023
Q2 | $73.8K | Buy |
1,328
+1
| +0.1% | +$54 | 0.02% | 360 |
|
|
2023
Q1 | $73.7K | Buy |
1,327
+2
| +0.2% | +$114 | 0.02% | 363 |
|
|
2022
Q4 | $72.7K | Buy |
1,325
+6
| +0.5% | +$328 | 0.02% | 334 |
|
|
2022
Q3 | $71K | Hold |
1,319
| – | – | 0.02% | 295 |
|
|
2022
Q2 | $80K | Buy |
1,319
+1
| +0.1% | +$66 | 0.02% | 277 |
|
|
2022
Q1 | $94K | Buy |
1,318
+1
| +0.1% | +$69 | 0.02% | 271 |
|
|
2021
Q4 | $100K | Buy |
1,317
+162
| +14% | +$11.4K | 0.02% | 251 |
|
|
2021
Q3 | $118K | Sell |
1,155
-159
| -12% | -$10.9K | 0.09% | 112 |
|
|
2021
Q2 | $86K | Buy |
1,314
+3
| +0.2% | +$189 | 0.02% | 263 |
|
|
2021
Q1 | $76K | Sell |
1,311
-1,000
| -43% | -$55.1K | 0.03% | 218 |
|
|
2020
Q4 | $125K | Buy |
2,311
+1
| +0% | +$53 | 0.08% | 114 |
|
|
2020
Q3 | $118K | Sell |
2,310
-398
| -15% | -$20.6K | 0.09% | 112 |
|
|
2020
Q2 | $137K | Buy |
2,708
+4
| +0.1% | +$197 | 0.11% | 97 |
|
|
2020
Q1 | $124K | Buy |
+2,704
| New | +$151K | 0.13% | 93 |
|
Other funds holding ICF
FIA
NPT