IFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $14.5M | Sell |
234,984
-1,093
| -0.5% | -$68.5K | 2.38% | 10 |
|
|
2025
Q4 | $14.1M | Buy |
236,077
+6,473
| +3% | +$393K | 2.34% | 11 |
|
|
2025
Q3 | $14.1M | Sell |
229,604
-3,573
| -2% | -$218K | 2.31% | 12 |
|
|
2025
Q2 | $14.3M | Buy |
233,177
+1,400
| +0.6% | +$84.8K | 2.4% | 11 |
|
|
2025
Q1 | $14.3M | Buy |
231,777
+4,378
| +2% | +$268K | 2.75% | 11 |
|
|
2024
Q4 | $13.7M | Buy |
227,399
+2,675
| +1% | +$171K | 2.72% | 11 |
|
|
2024
Q3 | $14.8M | Buy |
224,724
+12,385
| +6% | +$774K | 3.17% | 9 |
|
|
2024
Q2 | $12.2M | Buy |
212,339
+11,106
| +6% | +$616K | 2.87% | 10 |
|
|
2024
Q1 | $11.6M | Buy |
201,233
+3,017
| +2% | +$172K | 3.01% | 9 |
|
|
2023
Q4 | $11.6M | Buy |
198,216
+11,422
| +6% | +$604K | 3.42% | 8 |
|
|
2023
Q3 | $9.37M | Buy |
186,794
+8,764
| +5% | +$479K | 3.33% | 8 |
|
|
2023
Q2 | $9.89M | Buy |
178,030
+11,632
| +7% | +$633K | 3.51% | 8 |
|
|
2023
Q1 | $9.24M | Buy |
166,398
+6,710
| +4% | +$382K | 3.64% | 8 |
|
|
2022
Q4 | $8.76M | Buy |
159,688
+11,572
| +8% | +$633K | 3.82% | 8 |
|
|
2022
Q3 | $7.95M | Sell |
148,116
-60
| -0% | -$3.73K | 4.02% | 6 |
|
|
2022
Q2 | $9.01M | Buy |
148,176
+1,160
| +0.8% | +$76.2K | 4.56% | 6 |
|
|
2022
Q1 | $10.4M | Sell |
147,016
-180
| -0.1% | -$12.4K | 4.61% | 6 |
|
|
2021
Q4 | $11.2M | Sell |
147,196
-363
| -0.2% | -$25.7K | 4.74% | 6 |
|
|
2021
Q3 | $9.65M | Sell |
147,559
-921
| -0.6% | -$63.1K | 4.43% | 7 |
|
|
2021
Q2 | $9.7M | Buy |
148,480
+2,932
| +2% | +$184K | 4.62% | 7 |
|
|
2021
Q1 | $8.41M | Buy |
145,548
+12,217
| +9% | +$673K | 4.6% | 7 |
|
|
2020
Q4 | $7.18M | Buy |
133,331
+5,687
| +4% | +$301K | 4.45% | 7 |
|
|
2020
Q3 | $6.51M | Buy |
127,644
+10,280
| +9% | +$532K | 4.6% | 7 |
|
|
2020
Q2 | $5.92M | Buy |
117,364
+7,260
| +7% | +$357K | 4.68% | 7 |
|
|
2020
Q1 | $5.04M | Sell |
110,104
-10,568
| -9% | -$592K | 4.98% | 6 |
|
|
2019
Q4 | $7.06M | Sell |
120,672
-2,726
| -2% | -$160K | 5.83% | 7 |
|
|
2019
Q3 | $7.41M | Buy |
+123,398
| New | +$7.22M | 6.89% | 5 |
|
Other funds holding ICF
FIA
NPT