Financial Counselors Inc’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 | – | Sell |
-3,430
| Closed | -$211K | – | 244 |
|
|
2025
Q1 | $211K | Buy |
+3,430
| New | +$211K | ﹤0.01% | 563 |
|
|
2024
Q3 | – | Sell |
-3,843
| Closed | -$220K | – | 591 |
|
|
2024
Q2 | $220K | Buy |
+3,843
| New | +$220K | ﹤0.01% | 528 |
|
|
2024
Q1 | – | Sell |
-3,633
| Closed | -$213K | – | 587 |
|
|
2023
Q4 | $213K | Buy |
+3,633
| New | +$213K | ﹤0.01% | 542 |
|
|
2018
Q1 | – | Sell |
-6,428
| Closed | -$326K | – | 495 |
|
|
2017
Q4 | $326K | Hold |
6,428
| – | – | 0.01% | 385 |
|
|
2017
Q3 | $323K | Hold |
6,428
| – | – | 0.02% | 390 |
|
|
2017
Q2 | $325K | Hold |
6,428
| – | – | 0.02% | 386 |
|
|
2017
Q1 | $321K | Hold |
6,428
| – | – | 0.02% | 392 |
|
|
2016
Q4 | $320K | Buy |
+6,428
| New | +$320K | 0.02% | 385 |
|
|
2014
Q2 | – | Sell |
-20,796
| Closed | -$855K | – | 433 |
|
|
2014
Q1 | $855K | Sell |
20,796
-1,852
| -8% | -$76.1K | 0.06% | 276 |
|
|
2013
Q4 | $846K | Sell |
22,648
-2,632
| -10% | -$98.3K | 0.06% | 259 |
|
|
2013
Q3 | $972K | Sell |
25,280
-814
| -3% | -$31.3K | 0.08% | 228 |
|
|
2013
Q2 | $1.05M | Buy |
+26,094
| New | +$1.05M | 0.09% | 209 |
|