IA
IFG 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 | $14.3M | Buy |
233,177
+1,400
| +0.6% | +$85.6K | 2.4% | 11 |
|
|
2025
Q1 | $14.3M | Buy |
231,777
+4,378
| +2% | +$269K | 2.75% | 11 |
|
|
2024
Q4 | $13.7M | Buy |
227,399
+2,675
| +1% | +$161K | 2.72% | 11 |
|
|
2024
Q3 | $14.8M | Buy |
224,724
+12,385
| +6% | +$816K | 3.17% | 9 |
|
|
2024
Q2 | $12.2M | Buy |
212,339
+11,106
| +6% | +$636K | 2.87% | 10 |
|
|
2024
Q1 | $11.6M | Buy |
201,233
+3,017
| +2% | +$174K | 3.01% | 9 |
|
|
2023
Q4 | $11.6M | Buy |
198,216
+11,422
| +6% | +$671K | 3.42% | 8 |
|
|
2023
Q3 | $9.37M | Buy |
186,794
+8,764
| +5% | +$440K | 3.33% | 8 |
|
|
2023
Q2 | $9.89M | Buy |
178,030
+11,632
| +7% | +$646K | 3.51% | 8 |
|
|
2023
Q1 | $9.24M | Buy |
166,398
+6,710
| +4% | +$373K | 3.64% | 8 |
|
|
2022
Q4 | $8.76M | Buy |
159,688
+11,572
| +8% | +$635K | 3.82% | 8 |
|
|
2022
Q3 | $7.95M | Sell |
148,116
-60
| -0% | -$3.22K | 4.02% | 6 |
|
|
2022
Q2 | $9.01M | Buy |
148,176
+1,160
| +0.8% | +$70.5K | 4.56% | 6 |
|
|
2022
Q1 | $10.4M | Sell |
147,016
-180
| -0.1% | -$12.8K | 4.61% | 6 |
|
|
2021
Q4 | $11.2M | Sell |
147,196
-363
| -0.2% | -$27.6K | 4.74% | 6 |
|
|
2021
Q3 | $9.65M | Sell |
147,559
-921
| -0.6% | -$60.3K | 4.43% | 7 |
|
|
2021
Q2 | $9.7M | Buy |
148,480
+2,932
| +2% | +$192K | 4.62% | 7 |
|
|
2021
Q1 | $8.41M | Buy |
145,548
+12,217
| +9% | +$706K | 4.6% | 7 |
|
|
2020
Q4 | $7.18M | Buy |
133,331
+69,509
| +109% | +$3.75M | 4.45% | 7 |
|
|
2020
Q3 | $6.51M | Buy |
63,822
+5,140
| +9% | +$524K | 4.6% | 7 |
|
|
2020
Q2 | $5.92M | Buy |
58,682
+3,630
| +7% | +$366K | 4.68% | 7 |
|
|
2020
Q1 | $5.04M | Sell |
55,052
-5,284
| -9% | -$484K | 4.98% | 6 |
|
|
2019
Q4 | $7.06M | Sell |
60,336
-1,363
| -2% | -$159K | 5.83% | 7 |
|
|
2019
Q3 | $7.41M | Buy |
+61,699
| New | +$7.41M | 6.89% | 5 |
|