Mutual Advisors’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
$1.39M Buy
22,275
+280
+1% +$17.5K 0.03% 406
2025
Q1
$1.31M Sell
21,995
-1,226
-5% -$73.2K 0.04% 377
2024
Q4
$1.41M Sell
23,221
-9,366
-29% -$567K 0.04% 373
2024
Q3
$2.13M Sell
32,587
-608
-2% -$39.8K 0.06% 264
2024
Q2
$2.01M Buy
33,195
+8,259
+33% +$499K 0.06% 277
2024
Q1
$1.44M Buy
24,936
+1
+0% +$58 0.05% 354
2023
Q4
$1.46M Sell
24,935
-304
-1% -$17.9K 0.05% 344
2023
Q3
$1.27M Sell
25,239
-813
-3% -$40.8K 0.05% 360
2023
Q2
$1.45M Sell
26,052
-574
-2% -$31.9K 0.05% 331
2023
Q1
$1.48M Sell
26,626
-73
-0.3% -$4.05K 0.06% 320
2022
Q4
$1.46M Buy
26,699
+780
+3% +$42.8K 0.07% 310
2022
Q3
$1.39M Sell
25,919
-833
-3% -$44.7K 0.07% 282
2022
Q2
$1.63M Sell
26,752
-309
-1% -$18.8K 0.11% 221
2022
Q1
$1.92M Sell
27,061
-178
-0.7% -$12.6K 0.11% 219
2021
Q4
$2.07M Buy
27,239
+179
+0.7% +$13.6K 0.11% 221
2021
Q3
$1.77M Sell
27,060
-2,490
-8% -$163K 0.1% 240
2021
Q2
$1.93M Sell
29,550
-3,001
-9% -$196K 0.11% 225
2021
Q1
$1.88M Sell
32,551
-1,268
-4% -$73.3K 0.13% 194
2020
Q4
$1.82M Sell
33,819
-983
-3% -$53K 0.14% 181
2020
Q3
$1.78M Buy
34,802
+2,184
+7% +$111K 0.15% 158
2020
Q2
$1.65M Buy
32,618
+4,980
+18% +$251K 0.16% 149
2020
Q1
$1.27M Buy
27,638
+2,810
+11% +$129K 0.17% 152
2019
Q4
$1.45M Sell
24,828
-234
-0.9% -$13.7K 0.15% 162
2019
Q3
$1.5M Buy
25,062
+130
+0.5% +$7.8K 0.2% 125
2019
Q2
$1.4M Buy
24,932
+684
+3% +$38.5K 0.18% 134
2019
Q1
$1.35M Buy
24,248
+1,096
+5% +$60.9K 0.2% 125
2018
Q4
$1.11M Buy
23,152
+498
+2% +$23.8K 0.22% 119
2018
Q3
$1.13M Buy
22,654
+1,066
+5% +$53.4K 0.17% 145
2018
Q2
$1.08M Buy
21,588
+1,314
+6% +$65.6K 0.25% 125
2018
Q1
$946K Buy
20,274
+4,522
+29% +$211K 0.24% 138
2017
Q4
$798K Buy
+15,752
New +$798K 0.3% 104