IHT Wealth Management’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 | $1.54M | Buy |
25,168
+205
| +0.8% | +$12.5K | 0.04% | 375 |
|
|
2025
Q1 | $1.54M | Sell |
24,963
-178
| -0.7% | -$11K | 0.05% | 346 |
|
|
2024
Q4 | $1.52M | Sell |
25,141
-95
| -0.4% | -$5.73K | 0.05% | 335 |
|
|
2024
Q3 | $1.66M | Sell |
25,236
-296
| -1% | -$19.5K | 0.05% | 370 |
|
|
2024
Q2 | $1.47M | Sell |
25,532
-429
| -2% | -$24.7K | 0.05% | 337 |
|
|
2024
Q1 | $1.5M | Buy |
25,961
+1,396
| +6% | +$80.5K | 0.06% | 324 |
|
|
2023
Q4 | $1.44M | Sell |
24,565
-1,554
| -6% | -$91.3K | 0.06% | 298 |
|
|
2023
Q3 | $1.31M | Sell |
26,119
-638
| -2% | -$32K | 0.07% | 284 |
|
|
2023
Q2 | $1.49M | Sell |
26,757
-2,436
| -8% | -$135K | 0.08% | 247 |
|
|
2023
Q1 | $1.62M | Buy |
29,193
+1,707
| +6% | +$94.8K | 0.09% | 218 |
|
|
2022
Q4 | $1.51M | Sell |
27,486
-5,027
| -15% | -$276K | 0.09% | 225 |
|
|
2022
Q3 | $1.75M | Buy |
32,513
+1,014
| +3% | +$54.4K | 0.13% | 177 |
|
|
2022
Q2 | $1.91M | Buy |
31,499
+162
| +0.5% | +$9.84K | 0.17% | 135 |
|
|
2022
Q1 | $2.23M | Sell |
31,337
-4,983
| -14% | -$354K | 0.17% | 129 |
|
|
2021
Q4 | $2.76M | Buy |
36,320
+1,869
| +5% | +$142K | 0.2% | 103 |
|
|
2021
Q3 | $2.25M | Buy |
34,451
+1,585
| +5% | +$104K | 0.18% | 121 |
|
|
2021
Q2 | $2.15M | Buy |
32,866
+1,315
| +4% | +$85.9K | 0.14% | 154 |
|
|
2021
Q1 | $1.82M | Sell |
31,551
-1,046
| -3% | -$60.5K | 0.13% | 162 |
|
|
2020
Q4 | $1.76M | Buy |
32,597
+2,751
| +9% | +$148K | 0.15% | 152 |
|
|
2020
Q3 | $1.52M | Buy |
29,846
+2,084
| +8% | +$106K | 0.15% | 140 |
|
|
2020
Q2 | $1.4M | Buy |
27,762
+44
| +0.2% | +$2.22K | 0.19% | 122 |
|
|
2020
Q1 | $1.27M | Buy |
27,718
+734
| +3% | +$33.6K | 0.18% | 131 |
|
|
2019
Q4 | $1.58M | Buy |
26,984
+3,162
| +13% | +$185K | 0.19% | 130 |
|
|
2019
Q3 | $1.43M | Buy |
23,822
+3,606
| +18% | +$216K | 0.19% | 125 |
|
|
2019
Q2 | $1.14M | Sell |
20,216
-12,780
| -39% | -$720K | 0.17% | 142 |
|
|
2019
Q1 | $1.84M | Sell |
32,996
-8,150
| -20% | -$453K | 0.31% | 83 |
|
|
2018
Q4 | $1.97M | Buy |
41,146
+19,582
| +91% | +$937K | 0.38% | 68 |
|
|
2018
Q3 | $1.08M | Buy |
21,564
+624
| +3% | +$31.2K | 0.23% | 113 |
|
|
2018
Q2 | $1.05M | Buy |
20,940
+476
| +2% | +$23.8K | 0.27% | 104 |
|
|
2018
Q1 | $940K | Buy |
20,464
+1,090
| +6% | +$50.1K | 0.25% | 96 |
|
|
2017
Q4 | $964K | Buy |
19,374
+234
| +1% | +$11.6K | 0.26% | 105 |
|
|
2017
Q3 | $967K | Buy |
19,140
+6,614
| +53% | +$334K | 0.41% | 61 |
|
|
2017
Q2 | $270 | Buy |
12,526
+8,754
| +232% | +$189 | 0.13% | 193 |
|
|
2017
Q1 | $189K | Buy |
3,772
+302
| +9% | +$15.1K | 0.13% | 187 |
|
|
2016
Q4 | $173K | Buy |
+3,470
| New | +$173K | 0.13% | 188 |
|