IFP 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 | $35.6K | Hold |
582
| – | – | ﹤0.01% | 2226 |
|
|
2025
Q1 | $35.8K | Buy |
582
+24
| +4% | +$1.48K | ﹤0.01% | 2050 |
|
|
2024
Q4 | $33.6K | Hold |
558
| – | – | ﹤0.01% | 2027 |
|
|
2024
Q3 | $36.8K | Sell |
558
-743
| -57% | -$49K | ﹤0.01% | 1871 |
|
|
2024
Q2 | $74.5K | Hold |
1,301
| – | – | ﹤0.01% | 1489 |
|
|
2024
Q1 | $75.1K | Buy |
1,301
+3
| +0.2% | +$173 | ﹤0.01% | 1412 |
|
|
2023
Q4 | $76.2K | Sell |
1,298
-950
| -42% | -$55.8K | ﹤0.01% | 1365 |
|
|
2023
Q3 | $113K | Buy |
2,248
+855
| +61% | +$42.9K | 0.01% | 1202 |
|
|
2023
Q2 | $77.4K | Buy |
1,393
+80
| +6% | +$4.45K | ﹤0.01% | 1430 |
|
|
2023
Q1 | $129K | Sell |
1,313
-3,438
| -72% | -$337K | 0.01% | 1128 |
|
|
2022
Q4 | $466K | Sell |
4,751
-1,223
| -20% | -$120K | 0.01% | 919 |
|
|
2022
Q3 | $589K | Buy |
5,974
+51
| +0.9% | +$5.03K | 0.02% | 846 |
|
|
2022
Q2 | $583K | Hold |
5,923
| – | – | 0.02% | 778 |
|
|
2022
Q1 | $583K | Buy |
5,923
+4,532
| +326% | +$446K | 0.02% | 778 |
|
|
2021
Q4 | $107K | Buy |
1,391
+175
| +14% | +$13.5K | ﹤0.01% | 1225 |
|
|
2021
Q3 | $80K | Buy |
1,216
+42
| +4% | +$2.76K | ﹤0.01% | 1342 |
|
|
2021
Q2 | $76K | Buy |
1,174
+60
| +5% | +$3.88K | ﹤0.01% | 1352 |
|
|
2021
Q1 | $63K | Sell |
1,114
-473
| -30% | -$26.8K | ﹤0.01% | 1360 |
|
|
2020
Q4 | $83K | Buy |
1,587
+275
| +21% | +$14.4K | ﹤0.01% | 1212 |
|
|
2020
Q3 | $67K | Buy |
1,312
+130
| +11% | +$6.64K | ﹤0.01% | 1171 |
|
|
2020
Q2 | $58K | Buy |
1,182
+56
| +5% | +$2.75K | ﹤0.01% | 1152 |
|
|
2020
Q1 | $52K | Sell |
1,126
-5,722
| -84% | -$264K | 0.01% | 1097 |
|
|
2019
Q4 | $396K | Sell |
6,848
-9,404
| -58% | -$544K | 0.03% | 475 |
|
|
2019
Q3 | $972K | Buy |
+16,252
| New | +$972K | 0.07% | 305 |
|
|
2019
Q1 | $157K | Sell |
2,834
-13,322
| -82% | -$738K | 0.02% | 535 |
|
|
2018
Q4 | $771K | Buy |
16,156
+94
| +0.6% | +$4.49K | 0.05% | 414 |
|
|
2018
Q3 | $804K | Buy |
16,062
+1,048
| +7% | +$52.5K | 0.03% | 501 |
|
|
2018
Q2 | $750K | Buy |
15,014
+3,144
| +26% | +$157K | 0.03% | 509 |
|
|
2018
Q1 | $601K | Hold |
11,870
| – | – | 0.03% | 552 |
|
|
2017
Q4 | $601K | Sell |
11,870
-456
| -4% | -$23.1K | 0.03% | 551 |
|
|
2017
Q3 | $620K | Buy |
12,326
+226
| +2% | +$11.4K | 0.02% | 604 |
|
|
2017
Q2 | $612K | Buy |
12,100
+1,074
| +10% | +$54.3K | 0.03% | 600 |
|
|
2017
Q1 | $550K | Buy |
11,026
+1,372
| +14% | +$68.4K | 0.02% | 628 |
|
|
2016
Q4 | $481K | Sell |
9,654
-5,018
| -34% | -$250K | 0.02% | 631 |
|
|
2016
Q3 | $770K | Buy |
14,672
+3,646
| +33% | +$191K | 0.04% | 428 |
|
|
2016
Q2 | $596K | Buy |
11,026
+8,192
| +289% | +$443K | 0.03% | 493 |
|
|
2016
Q1 | $157K | Sell |
2,834
-3,714
| -57% | -$206K | 0.02% | 535 |
|
|
2015
Q4 | $325K | Buy |
+6,548
| New | +$325K | 0.02% | 627 |
|