Jones Financial Companies’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 | $221K | Buy |
3,639
+2,051
| +129% | +$125K | ﹤0.01% | 1623 |
|
|
2025
Q1 | $96.7K | Buy |
1,588
+911
| +135% | +$55.4K | ﹤0.01% | 1788 |
|
|
2024
Q4 | $40.8K | Buy |
677
+398
| +143% | +$24K | ﹤0.01% | 1955 |
|
|
2024
Q3 | $18.2K | Buy |
279
+166
| +147% | +$10.8K | ﹤0.01% | 1980 |
|
|
2024
Q2 | $6.46K | Sell |
113
-149
| -57% | -$8.52K | ﹤0.01% | 1887 |
|
|
2024
Q1 | $15.1K | Buy |
+262
| New | +$15.1K | ﹤0.01% | 969 |
|
|
2022
Q3 | – | Sell |
-1,000
| Closed | -$61K | – | 626 |
|
|
2022
Q2 | $61K | Buy |
+1,000
| New | +$61K | ﹤0.01% | 325 |
|