IFP Advisors’s iShares Global REIT ETF REET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $165K | Sell |
6,682
-9,705
| -59% | -$240K | ﹤0.01% | 1366 |
|
|
2025
Q1 | $398K | Sell |
16,387
-2,175
| -12% | -$52.8K | 0.01% | 851 |
|
|
2024
Q4 | $445K | Buy |
18,562
+5,235
| +39% | +$125K | 0.01% | 779 |
|
|
2024
Q3 | $356K | Buy |
13,327
+1,296
| +11% | +$34.6K | 0.01% | 824 |
|
|
2024
Q2 | $280K | Hold |
12,031
| – | – | 0.01% | 873 |
|
|
2024
Q1 | $285K | Sell |
12,031
-2,144
| -15% | -$50.8K | 0.01% | 831 |
|
|
2023
Q4 | $343K | Sell |
14,175
-48
| -0.3% | -$1.16K | 0.02% | 719 |
|
|
2023
Q3 | $301K | Sell |
14,223
-1,159
| -8% | -$24.5K | 0.01% | 775 |
|
|
2023
Q2 | $353K | Sell |
15,382
-472
| -3% | -$10.8K | 0.01% | 779 |
|
|
2023
Q1 | $404K | Sell |
15,854
-8,358
| -35% | -$213K | 0.02% | 669 |
|
|
2022
Q4 | $621K | Buy |
24,212
+1,527
| +7% | +$39.2K | 0.02% | 798 |
|
|
2022
Q3 | $580K | Hold |
22,685
| – | – | 0.02% | 856 |
|
|
2022
Q2 | $580K | Hold |
22,685
| – | – | 0.02% | 779 |
|
|
2022
Q1 | $580K | Buy |
22,685
+8,954
| +65% | +$229K | 0.02% | 779 |
|
|
2021
Q4 | $422K | Sell |
13,731
-203
| -1% | -$6.24K | 0.01% | 647 |
|
|
2021
Q3 | $384K | Buy |
13,934
+215
| +2% | +$5.93K | 0.01% | 658 |
|
|
2021
Q2 | $381K | Hold |
13,719
| – | – | 0.01% | 633 |
|
|
2021
Q1 | $349K | Sell |
13,719
-1
| -0% | -$25 | 0.01% | 630 |
|
|
2020
Q4 | $328K | Hold |
13,720
| – | – | 0.01% | 635 |
|
|
2020
Q3 | $288K | Sell |
13,720
-529
| -4% | -$11.1K | 0.02% | 585 |
|
|
2020
Q2 | $294K | Sell |
14,249
-1,810
| -11% | -$37.3K | 0.02% | 546 |
|
|
2020
Q1 | $309K | Buy |
16,059
+12,377
| +336% | +$238K | 0.03% | 446 |
|
|
2019
Q4 | $100K | Sell |
3,682
-34
| -0.9% | -$923 | 0.01% | 947 |
|
|
2019
Q3 | $105K | Buy |
+3,716
| New | +$105K | 0.01% | 1035 |
|
|
2019
Q1 | $67K | Sell |
2,477
-198
| -7% | -$5.36K | 0.01% | 845 |
|
|
2018
Q4 | $63K | Sell |
2,675
-7,073
| -73% | -$167K | ﹤0.01% | 1464 |
|
|
2018
Q3 | $246K | Buy |
9,748
+505
| +5% | +$12.7K | 0.01% | 973 |
|
|
2018
Q2 | $237K | Buy |
9,243
+6,430
| +229% | +$165K | 0.01% | 980 |
|
|
2018
Q1 | $73K | Hold |
2,813
| – | – | ﹤0.01% | 1573 |
|
|
2017
Q4 | $73K | Buy |
2,813
+1,756
| +166% | +$45.6K | ﹤0.01% | 1569 |
|
|
2017
Q3 | $27K | Sell |
1,057
-6
| -0.6% | -$153 | ﹤0.01% | 2390 |
|
|
2017
Q2 | $27K | Sell |
1,063
-7
| -0.7% | -$178 | ﹤0.01% | 2380 |
|
|
2017
Q1 | $27K | Buy |
1,070
+958
| +855% | +$24.2K | ﹤0.01% | 2288 |
|
|
2016
Q4 | $3K | Sell |
112
-144
| -56% | -$3.86K | ﹤0.01% | 3508 |
|
|
2016
Q3 | $7K | Sell |
256
-894
| -78% | -$24.4K | ﹤0.01% | 3053 |
|
|
2016
Q2 | $32K | Sell |
1,150
-1,327
| -54% | -$36.9K | ﹤0.01% | 2031 |
|
|
2016
Q1 | $67K | Buy |
2,477
+1,041
| +72% | +$28.2K | 0.01% | 845 |
|
|
2015
Q4 | $36K | Buy |
+1,436
| New | +$36K | ﹤0.01% | 1800 |
|