Moneta Group Investment Advisors’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 | $6.53M | Sell |
|
|||||
|
2025
Q2 | $6.74M | Buy |
|
|||||
|
2025
Q1 | $6.28M | Sell |
|
|||||
|
2024
Q4 | $6.78M | Buy |
|
|||||
|
2024
Q3 | $7.35M | Sell |
|
|||||
|
2024
Q2 | $6.49M | Sell |
|
|||||
|
2024
Q1 | $6.79M | Buy |
|
|||||
|
2023
Q4 | $6.41M | Sell |
|
|||||
|
2023
Q3 | $5.52M | Buy |
|
|||||
|
2023
Q2 | $5.41M | Sell |
|
|||||
|
2023
Q1 | $6.2M | Buy |
|
|||||
|
2022
Q4 | $4.99M | Sell |
|
|||||
|
2022
Q3 | $5.2M | Sell |
|
|||||
|
2022
Q2 | $6.42M | Buy |
|
|||||
|
2022
Q1 | $6.1M | Buy |
|
|||||
|
2021
Q4 | $6.51M | Buy |
|
|||||
|
2021
Q3 | $5.3M | Buy |
|
|||||
|
2021
Q2 | $5.19M | Buy |
|
|||||
|
2021
Q1 | $3.78M | Buy |
|
|||||
|
2020
Q4 | $3.34M | Buy |
|
|||||
|
2020
Q3 | $3.01M | Buy |
|
|||||
|
2020
Q2 | $2.88M | Buy |
|
|||||
|
2020
Q1 | $2.48M | Sell |
|
|||||
|
2019
Q4 | $3.33M | Sell |
|
|||||
|
2019
Q3 | $3.75M | Sell |
|
|||||
|
2019
Q2 | $3.95M | Sell |
|
|||||
|
2019
Q1 | $4.69M | Buy |
|
|||||
|
2018
Q4 | $3.67M | Sell |
|
|||||
|
2018
Q3 | $4.63M | Buy |
|
|||||
|
2018
Q2 | $3.06M | Buy |
|
|||||
|
2018
Q1 | $2.85M | Buy |
|
|||||
|
2017
Q4 | $905K | Sell |
|
|||||
|
2017
Q3 | $1.04M | Sell |
|
|||||
|
2017
Q2 | $1.57M | Buy |
|
|||||
|
2017
Q1 | $1.1M | Sell |
|
|||||
|
2016
Q4 | $1.11M | Sell |
|
|||||
|
2016
Q3 | $1.27M | Sell |
|
|||||
|
2016
Q2 | $1.36M | Sell |
|
|||||
|
2016
Q1 | $1.32M | Sell |
|
|||||
|
2015
Q4 | $1.48M | Buy |
|
|||||
|
2015
Q3 | $1.23M | Buy |
|
|||||
|
2015
Q2 | $1.18M | Buy |
|