FIA
Foundations Investment Advisors’s iShares Select U.S. REIT ETF ICF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.9M | Buy |
538,030
+71,272
| +15% | +$4.36M | 0.52% | 53 |
|
|
2025
Q1 | $28.7M | Buy |
466,758
+25,080
| +6% | +$1.54M | 0.53% | 45 |
|
|
2024
Q4 | $26.6M | Buy |
441,678
+54,693
| +14% | +$3.3M | 0.51% | 49 |
|
|
2024
Q3 | $25.5M | Sell |
386,985
-5,192
| -1% | -$342K | 0.54% | 45 |
|
|
2024
Q2 | $22.5M | Buy |
392,177
+43,586
| +13% | +$2.5M | 0.55% | 44 |
|
|
2024
Q1 | $20.1M | Buy |
348,591
+31,226
| +10% | +$1.8M | 0.53% | 41 |
|
|
2023
Q4 | $18.1M | Buy |
317,365
+59,136
| +23% | +$3.37M | 0.49% | 47 |
|
|
2023
Q3 | $13M | Buy |
258,229
+43,803
| +20% | +$2.2M | 0.4% | 52 |
|
|
2023
Q2 | $11.9M | Buy |
214,426
+39,697
| +23% | +$2.21M | 0.39% | 45 |
|
|
2023
Q1 | $9.7M | Buy |
174,729
+26,230
| +18% | +$1.46M | 0.35% | 47 |
|
|
2022
Q4 | $8.14M | Buy |
148,499
+19,521
| +15% | +$1.07M | 0.32% | 50 |
|
|
2022
Q3 | $6.92M | Buy |
128,978
+14,674
| +13% | +$787K | 0.3% | 46 |
|
|
2022
Q2 | $7.04M | Buy |
114,304
+28,157
| +33% | +$1.73M | 0.29% | 41 |
|
|
2022
Q1 | $6.2M | Buy |
86,147
+6,306
| +8% | +$453K | 0.24% | 39 |
|
|
2021
Q4 | $5.75M | Sell |
79,841
-1,013
| -1% | -$73K | 0.22% | 35 |
|
|
2021
Q3 | $5.3M | Buy |
80,854
+6,530
| +9% | +$428K | 0.23% | 37 |
|
|
2021
Q2 | $5.04M | Buy |
74,324
+20,532
| +38% | +$1.39M | 0.24% | 43 |
|
|
2021
Q1 | $3.19M | Buy |
53,792
+24,805
| +86% | +$1.47M | 0.18% | 45 |
|
|
2020
Q4 | $1.52M | Buy |
28,987
+19,212
| +197% | +$1M | 0.1% | 60 |
|
|
2020
Q3 | $1.04M | Buy |
9,775
+4,447
| +83% | +$471K | 0.23% | 68 |
|
|
2020
Q2 | $552K | Buy |
+5,328
| New | +$552K | 0.05% | 99 |
|