Larson Financial Group’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 | $78.5K | Sell |
1,284
-1
| -0.1% | -$61 | ﹤0.01% | 918 |
|
|
2025
Q1 | $79K | Buy |
1,285
+1
| +0.1% | +$62 | ﹤0.01% | 857 |
|
|
2024
Q4 | $77.4K | Sell |
1,284
-634
| -33% | -$38.2K | ﹤0.01% | 776 |
|
|
2024
Q3 | $126K | Buy |
1,918
+2
| +0.1% | +$132 | 0.01% | 675 |
|
|
2024
Q2 | $110K | Buy |
1,916
+671
| +54% | +$38.4K | 0.01% | 624 |
|
|
2024
Q1 | $71.9K | Hold |
1,245
| – | – | 0.01% | 606 |
|
|
2023
Q4 | $73.1K | Buy |
1,245
+5
| +0.4% | +$294 | 0.01% | 550 |
|
|
2023
Q3 | $62.2K | Hold |
1,240
| – | – | 0.01% | 552 |
|
|
2023
Q2 | $68.9K | Buy |
1,240
+1
| +0.1% | +$56 | 0.01% | 485 |
|
|
2023
Q1 | $68.8K | Hold |
1,239
| – | – | 0.01% | 488 |
|
|
2022
Q4 | $67.9K | Buy |
1,239
+2
| +0.2% | +$110 | 0.01% | 465 |
|
|
2022
Q3 | $66K | Buy |
1,237
+1,002
| +426% | +$53.5K | 0.01% | 412 |
|
|
2022
Q2 | $14K | Buy |
235
+1
| +0.4% | +$60 | ﹤0.01% | 627 |
|
|
2022
Q1 | $17K | Hold |
234
| – | – | ﹤0.01% | 553 |
|
|
2021
Q4 | $18K | Buy |
+234
| New | +$18K | ﹤0.01% | 567 |
|
|
2020
Q3 | – | Sell |
-26
| Closed | -$1K | – | 772 |
|
|
2020
Q2 | $1K | Hold |
26
| – | – | ﹤0.01% | 617 |
|
|
2020
Q1 | $1K | Buy |
26
+4
| +18% | +$154 | ﹤0.01% | 484 |
|
|
2019
Q4 | $1K | Buy |
22
+6
| +38% | +$273 | ﹤0.01% | 515 |
|
|
2019
Q3 | $1K | Buy |
16
+6
| +60% | +$375 | ﹤0.01% | 490 |
|
|
2019
Q2 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 442 |
|