Mine & Arao Wealth Creation & Management’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 | $2.48M | Sell |
40,144
-99
| -0.2% | -$6.21K | 1.04% | 15 |
|
|
2025
Q4 | $2.4M | Buy |
40,243
+66
| +0.2% | +$4.01K | 0.94% | 16 |
|
|
2025
Q3 | $2.48M | Buy |
40,177
+224
| +0.6% | +$13.7K | 1.01% | 16 |
|
|
2025
Q2 | $2.44M | Sell |
39,953
-18
| -0% | -$1.09K | 1.09% | 15 |
|
|
2025
Q1 | $2.46M | Buy |
39,971
+67
| +0.2% | +$4.1K | 1.2% | 13 |
|
|
2024
Q4 | $2.4M | Sell |
39,904
-2,158
| -5% | -$138K | 1.1% | 14 |
|
|
2024
Q3 | $2.77M | Sell |
42,062
-1,144
| -3% | -$71.5K | 1.29% | 13 |
|
|
2024
Q2 | $2.48M | Buy |
43,206
+1,019
| +2% | +$56.5K | 1.2% | 13 |
|
|
2024
Q1 | $2.43M | Sell |
42,187
-300
| -0.7% | -$17.1K | 1.2% | 13 |
|
|
2023
Q4 | $2.5M | Buy |
42,487
+9
| +0% | +$476 | 1.35% | 13 |
|
|
2023
Q3 | $2.13M | Sell |
42,478
-255
| -0.6% | -$13.9K | 1.3% | 13 |
|
|
2023
Q2 | $2.37M | Sell |
42,733
-536
| -1% | -$29.2K | 1.39% | 13 |
|
|
2023
Q1 | $2.4M | Buy |
43,269
+665
| +2% | +$37.8K | 1.54% | 12 |
|
|
2022
Q4 | $2.34M | Buy |
42,604
+697
| +2% | +$38.1K | 1.73% | 12 |
|
|
2022
Q3 | $2.25M | Buy |
41,907
+577
| +1% | +$35.9K | 1.66% | 9 |
|
|
2022
Q2 | $2.51M | Buy |
41,330
+124
| +0.3% | +$8.15K | 1.76% | 8 |
|
|
2022
Q1 | $2.93M | Sell |
41,206
-235
| -0.6% | -$16.2K | 1.71% | 8 |
|
|
2021
Q4 | $3.15M | Buy |
41,441
+1,279
| +3% | +$90.4K | 1.74% | 9 |
|
|
2021
Q3 | $2.63M | Sell |
40,162
-175
| -0.4% | -$12K | 1.57% | 10 |
|
|
2021
Q2 | $2.64M | Buy |
40,337
+166
| +0.4% | +$10.4K | 1.59% | 10 |
|
|
2021
Q1 | $2.32M | Buy |
40,171
+600
| +2% | +$33.1K | 1.55% | 9 |
|
|
2020
Q4 | $2.13M | Sell |
39,571
-823
| -2% | -$43.6K | 1.53% | 9 |
|
|
2020
Q3 | $2.06M | Buy |
40,394
+444
| +1% | +$23K | 1.7% | 9 |
|
|
2020
Q2 | $2.02M | Buy |
39,950
+348
| +0.9% | +$17.1K | 1.89% | 9 |
|
|
2020
Q1 | $1.81M | Buy |
39,602
+1,170
| +3% | +$65.5K | 2.1% | 8 |
|
|
2019
Q4 | $2.25M | Buy |
+38,432
| New | +$2.26M | 2.11% | 7 |
|
Other funds holding ICF
FIA
NPT