Founders Financial Alliance’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 | $65.4K | Buy |
1,069
+7
| +0.7% | +$428 | 0.01% | 371 |
|
|
2025
Q1 | $65.4K | Buy |
1,062
+4
| +0.4% | +$246 | 0.02% | 418 |
|
|
2024
Q4 | $63.7K | Buy |
1,058
+9
| +0.9% | +$542 | 0.02% | 364 |
|
|
2024
Q3 | $69.1K | Buy |
1,049
+9
| +0.9% | +$593 | 0.02% | 367 |
|
|
2024
Q2 | $59.6K | Buy |
1,040
+5
| +0.5% | +$286 | 0.02% | 362 |
|
|
2024
Q1 | $59.7K | Sell |
1,035
-553
| -35% | -$31.9K | 0.02% | 367 |
|
|
2023
Q4 | $93.3K | Buy |
1,588
+21
| +1% | +$1.23K | 0.04% | 296 |
|
|
2023
Q3 | $78.6K | Hold |
1,567
| – | – | 0.03% | 290 |
|
|
2023
Q2 | $87.1K | Buy |
1,567
+4
| +0.3% | +$222 | 0.03% | 303 |
|
|
2023
Q1 | $86.8K | Buy |
1,563
+5
| +0.3% | +$278 | 0.04% | 262 |
|
|
2022
Q4 | $85.4K | Sell |
1,558
-153
| -9% | -$8.39K | 0.04% | 279 |
|
|
2022
Q3 | $92K | Buy |
1,711
+10
| +0.6% | +$538 | 0.05% | 261 |
|
|
2022
Q2 | $103K | Buy |
1,701
+3
| +0.2% | +$182 | 0.05% | 260 |
|
|
2022
Q1 | $121K | Buy |
1,698
+47
| +3% | +$3.35K | 0.05% | 249 |
|
|
2021
Q4 | $126K | Buy |
1,651
+7
| +0.4% | +$534 | 0.05% | 283 |
|
|
2021
Q3 | $108K | Buy |
1,644
+4
| +0.2% | +$263 | 0.05% | 274 |
|
|
2021
Q2 | $106K | Buy |
1,640
+4
| +0.2% | +$259 | 0.05% | 288 |
|
|
2021
Q1 | $99K | Sell |
1,636
-515
| -24% | -$31.2K | 0.05% | 275 |
|
|
2020
Q4 | $116K | Buy |
2,151
+163
| +8% | +$8.79K | 0.07% | 232 |
|
|
2020
Q3 | $101K | Buy |
+1,988
| New | +$101K | 0.06% | 264 |
|