James J. Burns & Company’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 | $777K | Buy |
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|
2025
Q2 | $741K | Sell |
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|
2025
Q1 | $754K | Sell |
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|
2024
Q4 | $754K | Sell |
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|
2024
Q3 | $866K | Sell |
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|
2024
Q2 | $754K | Sell |
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|
2024
Q1 | $768K | Sell |
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|
2023
Q4 | $1.38M | Buy |
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|
2023
Q3 | $1.1M | Buy |
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|
2023
Q2 | $1.16M | Buy |
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|
2023
Q1 | $1.12M | Buy |
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|
2022
Q4 | $816K | Buy |
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|
2022
Q3 | $780K | Buy |
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