Jones Financial Companies’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
2026
Q1
$849K Buy
13,998
+8,565
+158% +$537K ﹤0.01% 1790
2025
Q4
$324K Sell
5,433
-509
-9% -$30.9K ﹤0.01% 1695
2025
Q3
$364K Buy
5,942
+2,303
+63% +$141K ﹤0.01% 1529
2025
Q2
$221K Buy
3,639
+2,051
+129% +$124K ﹤0.01% 1623
2025
Q1
$96.7K Buy
1,588
+911
+135% +$55.7K ﹤0.01% 1788
2024
Q4
$40.8K Buy
677
+398
+143% +$25.4K ﹤0.01% 1955
2024
Q3
$18.2K Buy
279
+166
+147% +$10.4K ﹤0.01% 1980
2024
Q2
$6.46K Sell
113
-149
-57% -$8.26K ﹤0.01% 1887
2024
Q1
$15.1K Buy
+262
New +$14.9K ﹤0.01% 969
2022
Q3
Sell
-1,000
Closed -$61K 626
2022
Q2
$61K Buy
+1,000
New +$65.7K ﹤0.01% 325

Other funds holding ICF