J.W. Cole 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $845K | Sell |
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|
2025
Q2 | $841K | Buy |
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|
2025
Q1 | $811K | Buy |
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|
2024
Q4 | $790K | Buy |
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|
2024
Q3 | $858K | Buy |
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|
2024
Q2 | $739K | Sell |
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|
2024
Q1 | $784K | Buy |
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|
2023
Q4 | $778K | Buy |
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|
2023
Q3 | $654K | Sell |
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|
2023
Q2 | $764K | Sell |
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|
2023
Q1 | $797K | Buy |
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|
2022
Q4 | $784K | Sell |
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|
2022
Q3 | $815K | Buy |
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|
2022
Q2 | $878K | Buy |
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|
2022
Q1 | $913K | Sell |
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|
2021
Q4 | $1.02M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $876K | Buy |
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|
2021
Q1 | $748K | Buy |
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|
2020
Q4 | $659K | Buy |
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|
2020
Q3 | $339K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $649K | Buy |
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