Mutual 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.64M | Buy |
26,424
+3,659
| +16% | +$229K | 0.04% | 437 |
|
|
2025
Q4 | $1.36M | Buy |
22,765
+345
| +2% | +$21K | 0.03% | 470 |
|
|
2025
Q3 | $1.4M | Buy |
22,420
+145
| +0.7% | +$8.86K | 0.03% | 464 |
|
|
2025
Q2 | $1.39M | Buy |
22,275
+280
| +1% | +$17K | 0.03% | 406 |
|
|
2025
Q1 | $1.31M | Sell |
21,995
-1,226
| -5% | -$75K | 0.04% | 377 |
|
|
2024
Q4 | $1.41M | Sell |
23,221
-9,366
| -29% | -$597K | 0.04% | 373 |
|
|
2024
Q3 | $2.13M | Sell |
32,587
-608
| -2% | -$38K | 0.06% | 264 |
|
|
2024
Q2 | $2.01M | Buy |
33,195
+8,259
| +33% | +$458K | 0.06% | 277 |
|
|
2024
Q1 | $1.44M | Buy |
24,936
+1
| +0% | +$57 | 0.05% | 354 |
|
|
2023
Q4 | $1.46M | Sell |
24,935
-304
| -1% | -$16.1K | 0.05% | 344 |
|
|
2023
Q3 | $1.27M | Sell |
25,239
-813
| -3% | -$44.4K | 0.05% | 360 |
|
|
2023
Q2 | $1.45M | Sell |
26,052
-574
| -2% | -$31.2K | 0.06% | 331 |
|
|
2023
Q1 | $1.48M | Sell |
26,626
-73
| -0.3% | -$4.15K | 0.06% | 320 |
|
|
2022
Q4 | $1.46M | Buy |
26,699
+780
| +3% | +$42.7K | 0.07% | 310 |
|
|
2022
Q3 | $1.39M | Sell |
25,919
-833
| -3% | -$51.8K | 0.07% | 283 |
|
|
2022
Q2 | $1.63M | Sell |
26,752
-309
| -1% | -$20.3K | 0.11% | 222 |
|
|
2022
Q1 | $1.92M | Sell |
27,061
-178
| -0.7% | -$12.3K | 0.11% | 220 |
|
|
2021
Q4 | $2.07M | Buy |
27,239
+179
| +0.7% | +$12.7K | 0.11% | 222 |
|
|
2021
Q3 | $1.77M | Sell |
27,060
-2,490
| -8% | -$171K | 0.1% | 241 |
|
|
2021
Q2 | $1.93M | Sell |
29,550
-3,001
| -9% | -$189K | 0.11% | 226 |
|
|
2021
Q1 | $1.88M | Sell |
32,551
-1,268
| -4% | -$69.9K | 0.13% | 195 |
|
|
2020
Q4 | $1.82M | Sell |
33,819
-983
| -3% | -$52K | 0.14% | 182 |
|
|
2020
Q3 | $1.77M | Buy |
34,802
+2,184
| +7% | +$113K | 0.15% | 158 |
|
|
2020
Q2 | $1.65M | Buy |
32,618
+4,980
| +18% | +$245K | 0.16% | 149 |
|
|
2020
Q1 | $1.27M | Buy |
27,638
+2,810
| +11% | +$157K | 0.17% | 152 |
|
|
2019
Q4 | $1.45M | Sell |
24,828
-234
| -0.9% | -$13.8K | 0.15% | 162 |
|
|
2019
Q3 | $1.5M | Buy |
25,062
+130
| +0.5% | +$7.61K | 0.2% | 125 |
|
|
2019
Q2 | $1.4M | Buy |
24,932
+684
| +3% | +$38.4K | 0.18% | 134 |
|
|
2019
Q1 | $1.35M | Buy |
24,248
+1,096
| +5% | +$57.7K | 0.2% | 125 |
|
|
2018
Q4 | $1.11M | Buy |
23,152
+498
| +2% | +$24.8K | 0.22% | 119 |
|
|
2018
Q3 | $1.13M | Buy |
22,654
+1,066
| +5% | +$54.1K | 0.17% | 145 |
|
|
2018
Q2 | $1.08M | Buy |
21,588
+1,314
| +6% | +$62.5K | 0.25% | 125 |
|
|
2018
Q1 | $946K | Buy |
20,274
+4,522
| +29% | +$212K | 0.24% | 138 |
|
|
2017
Q4 | $798K | Buy |
+15,752
| New | +$801K | 0.3% | 104 |
|
Other funds holding ICF
FIA
NPT