CVA Family Office’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
$82.4K Buy
1,348
+2
+0.1% +$122 0.01% 443
2025
Q1
$82.8K Buy
1,346
+2
+0.1% +$123 0.01% 426
2024
Q4
$81K Buy
1,344
+3
+0.2% +$181 0.01% 426
2024
Q3
$88.4K Buy
1,341
+3
+0.2% +$198 0.01% 398
2024
Q2
$76.7K Buy
1,338
+1
+0.1% +$57 0.01% 403
2024
Q1
$77.1K Buy
1,337
+2
+0.1% +$115 0.01% 404
2023
Q4
$78.4K Buy
+1,335
New +$78.4K 0.02% 373
2023
Q3
Sell
-1,328
Closed -$73.8K 561
2023
Q2
$73.8K Buy
1,328
+1
+0.1% +$56 0.02% 360
2023
Q1
$73.7K Buy
1,327
+2
+0.2% +$111 0.02% 363
2022
Q4
$72.7K Buy
1,325
+6
+0.5% +$329 0.02% 334
2022
Q3
$71K Hold
1,319
0.02% 295
2022
Q2
$80K Buy
1,319
+1
+0.1% +$61 0.02% 277
2022
Q1
$94K Buy
1,318
+1
+0.1% +$71 0.02% 271
2021
Q4
$100K Buy
1,317
+162
+14% +$12.3K 0.02% 251
2021
Q3
$118K Sell
1,155
-159
-12% -$16.2K 0.09% 112
2021
Q2
$86K Buy
1,314
+3
+0.2% +$196 0.02% 263
2021
Q1
$76K Sell
1,311
-1,000
-43% -$58K 0.03% 218
2020
Q4
$125K Buy
2,311
+1
+0% +$54 0.08% 114
2020
Q3
$118K Sell
2,310
-398
-15% -$20.3K 0.09% 112
2020
Q2
$137K Buy
2,708
+4
+0.1% +$202 0.11% 97
2020
Q1
$124K Buy
+2,704
New +$124K 0.13% 93