Elm Advisors’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
2021
Q1
Sell
-650
Closed -$35K 168
2020
Q4
$35K Buy
+650
New +$34.4K 0.02% 181
2018
Q4
Sell
-750
Closed -$38K 164
2018
Q3
$38K Buy
+750
New +$38K 0.03% 184

Other funds holding ICF

Elm Advisors's ICF Position: Q1 2021 in Review

Elm Advisors sold out of iShares Select U.S. REIT ETF (ICF) in Q1 2021, closing a stake of 650 shares — an estimated $35K sold.

Elm Advisors first reported a position in ICF in Q3 2018 and held it in 2 quarters. The position peaked at $38K in Q3 2018. 332 funds tracked by Wall St. Rank hold ICF as of Q1 2021.

  • Elm Advisors reported no remaining iShares Select U.S. REIT ETF position as of Q1 2021 after selling out during the quarter.
  • Elm Advisors sold 650 iShares Select U.S. REIT ETF shares in Q1 2021, an estimated $35K.
  • Elm Advisors first reported a position in iShares Select U.S. REIT ETF in Q3 2018 and held it in 2 quarters.
  • Elm Advisors's iShares Select U.S. REIT ETF position peaked at $38K in Q3 2018.
  • 332 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q1 2021.

Based on Elm Advisors's 13F filing for Q1 2021, filed 5 Apr 2021.