Mather Group’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
$351K Hold
2025
Q2
$349K Sell
2025
Q1
$525K Buy
2024
Q4
$454K Buy
2024
Q3
$489K Sell
2024
Q2
$511K Buy
2024
Q1
$283K Hold
2023
Q4
$283K Sell
2023
Q3
$244K Buy
2023
Q2
$268K Hold
2023
Q1
$268K Hold
2022
Q4
$265K Hold
2022
Q3
$259K Hold
2022
Q2
$293K Buy