Interactive Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,076
| Closed | -$59K | – | 110 |
|
|
2022
Q4 | $59K | Buy |
1,076
+1
| +0.1% | +$55 | 0.04% | 119 |
|
|
2022
Q3 | $58K | Sell |
1,075
-38
| -3% | -$2.36K | 0.03% | 118 |
|
|
2022
Q2 | $69K | Sell |
1,113
-429
| -28% | -$28.2K | 0.03% | 103 |
|
|
2022
Q1 | $100K | Buy |
1,542
+419
| +37% | +$28.8K | 0.05% | 111 |
|
|
2021
Q4 | $85K | Sell |
1,123
-3
| -0.3% | -$212 | 0.03% | 108 |
|
|
2021
Q3 | $74K | Sell |
1,126
-9
| -0.8% | -$616 | 0.03% | 110 |
|
|
2021
Q2 | $74K | Sell |
1,135
-65
| -5% | -$4.08K | 0.03% | 113 |
|
|
2021
Q1 | $69K | Buy |
1,200
+66
| +6% | +$3.64K | 0.03% | 115 |
|
|
2020
Q4 | $61K | Sell |
1,134
-18
| -2% | -$953 | 0.03% | 106 |
|
|
2020
Q3 | $59K | Buy |
1,152
+2
| +0.2% | +$103 | 0.03% | 100 |
|
|
2020
Q2 | $58K | Hold |
1,150
| – | – | 0.03% | 99 |
|
|
2020
Q1 | $53K | Sell |
1,150
-30
| -3% | -$1.68K | 0.05% | 70 |
|
|
2019
Q4 | $69K | Sell |
1,180
-168
| -12% | -$9.88K | 0.03% | 106 |
|
|
2019
Q3 | $81K | Sell |
1,348
-22
| -2% | -$1.29K | 0.04% | 89 |
|
|
2019
Q2 | $77K | Sell |
1,370
-4
| -0.3% | -$225 | 0.04% | 98 |
|
|
2019
Q1 | $76K | Sell |
1,374
-134
| -9% | -$7.05K | 0.04% | 82 |
|
|
2018
Q4 | $72K | Sell |
1,508
-178
| -11% | -$8.88K | 0.04% | 64 |
|
|
2018
Q3 | $84K | Sell |
1,686
-44
| -3% | -$2.23K | 0.04% | 82 |
|
|
2018
Q2 | $86K | Sell |
1,730
-102
| -6% | -$4.85K | 0.04% | 84 |
|
|
2018
Q1 | $85K | Sell |
1,832
-608
| -25% | -$28.5K | 0.04% | 75 |
|
|
2017
Q4 | $124K | Sell |
2,440
-294
| -11% | -$15K | 0.05% | 72 |
|
|
2017
Q3 | $138K | Sell |
2,734
-24
| -0.9% | -$1.22K | 0.06% | 64 |
|
|
2017
Q2 | $139K | Buy |
2,758
+30
| +1% | +$1.51K | 0.07% | 62 |
|
|
2017
Q1 | $136K | Sell |
2,728
-944
| -26% | -$47.2K | 0.07% | 66 |
|
|
2016
Q4 | $183K | Sell |
3,672
-272
| -7% | -$13.3K | 0.09% | 59 |
|
|
2016
Q3 | $207K | Sell |
3,944
-58
| -1% | -$3.14K | 0.1% | 57 |
|
|
2016
Q2 | $217K | Sell |
4,002
-10
| -0.2% | -$514 | 0.11% | 53 |
|
|
2016
Q1 | $207K | Sell |
4,012
-36
| -0.9% | -$1.74K | 0.13% | 50 |
|
|
2015
Q4 | $201K | Sell |
4,048
-246
| -6% | -$11.9K | 0.12% | 45 |
|
|
2015
Q3 | $199K | Sell |
4,294
-724
| -14% | -$33.7K | 0.11% | 45 |
|
|
2015
Q2 | $225K | Sell |
5,018
-400
| -7% | -$19.2K | 0.12% | 48 |
|
|
2015
Q1 | $274K | Buy |
5,418
+246
| +5% | +$12.5K | 0.15% | 45 |
|
|
2014
Q4 | $250K | Sell |
5,172
-794
| -13% | -$37K | 0.14% | 44 |
|
|
2014
Q3 | $252K | Sell |
5,966
-342
| -5% | -$15.1K | 0.14% | 47 |
|
|
2014
Q2 | $275K | Sell |
6,308
-628
| -9% | -$27K | 0.16% | 42 |
|
|
2014
Q1 | $285K | Sell |
6,936
-6,302
| -48% | -$251K | 0.17% | 39 |
|
|
2013
Q4 | $495K | Sell |
13,238
-84
| -0.6% | -$3.25K | 0.29% | 36 |
|
|
2013
Q3 | $512K | Sell |
13,322
-1,430
| -10% | -$56.7K | 0.31% | 34 |
|
|
2013
Q2 | $595K | Buy |
+14,752
| New | +$627K | 0.44% | 27 |
|
Other funds holding ICF
CCWM
CFB
