Frank Rimerman Advisors’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 | $2.06M | Hold |
33,699
| – | – | 0.14% | 118 |
|
|
2025
Q1 | $2.07M | Sell |
33,699
-1,460
| -4% | -$89.8K | 0.16% | 105 |
|
|
2024
Q4 | $2.12M | Buy |
35,159
+1,555
| +5% | +$93.7K | 0.15% | 100 |
|
|
2024
Q3 | $2.21M | Hold |
33,604
| – | – | 0.16% | 109 |
|
|
2024
Q2 | $1.93M | Sell |
33,604
-35
| -0.1% | -$2.01K | 0.14% | 124 |
|
|
2024
Q1 | $1.94M | Buy |
33,639
+2,344
| +7% | +$135K | 0.37% | 36 |
|
|
2023
Q4 | $1.84M | Buy |
31,295
+486
| +2% | +$28.5K | 0.38% | 33 |
|
|
2023
Q3 | $1.55M | Buy |
30,809
+862
| +3% | +$43.2K | 0.37% | 35 |
|
|
2023
Q2 | $1.66M | Sell |
29,947
-476
| -2% | -$26.5K | 0.4% | 32 |
|
|
2023
Q1 | $1.69M | Buy |
30,423
+445
| +1% | +$24.7K | 0.47% | 34 |
|
|
2022
Q4 | $1.64M | Sell |
29,978
-160
| -0.5% | -$8.77K | 0.51% | 30 |
|
|
2022
Q3 | $1.62M | Sell |
30,138
-1,394
| -4% | -$74.8K | 0.58% | 28 |
|
|
2022
Q2 | $1.92M | Sell |
31,532
-25,581
| -45% | -$1.55M | 0.73% | 25 |
|
|
2022
Q1 | $4.06M | Buy |
57,113
+1,397
| +3% | +$99.2K | 1.3% | 14 |
|
|
2021
Q4 | $4.24M | Buy |
55,716
+3,189
| +6% | +$243K | 1.42% | 14 |
|
|
2021
Q3 | $3.44M | Hold |
52,527
| – | – | 1.33% | 15 |
|
|
2021
Q2 | $3.43M | Sell |
52,527
-948
| -2% | -$62K | 1.34% | 14 |
|
|
2021
Q1 | $3.09M | Hold |
53,475
| – | – | 1.37% | 13 |
|
|
2020
Q4 | $2.88M | Buy |
+53,475
| New | +$2.88M | 1.31% | 14 |
|