NFP Retirement Inc’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
$4.88M Buy
78,787
+10,668
+16% +$669K 0.29% 61
2025
Q4
$4.06M Buy
68,119
+5,982
+10% +$363K 0.25% 65
2025
Q3
$3.83M Buy
62,137
+7,758
+14% +$474K 0.24% 64
2025
Q2
$3.33M Buy
54,379
+42,721
+366% +$2.59M 0.22% 70
2025
Q1
$717K Buy
+11,658
New +$713K 0.06% 146
2024
Q4
Sell
-3,157
Closed -$208K 298
2024
Q3
$208K Buy
+3,157
New +$197K 0.02% 268
2024
Q2
Sell
-3,493
Closed -$202K 282
2024
Q1
$202K Buy
3,493
+17
+0.5% +$970 0.02% 268
2023
Q4
$204K Buy
+3,476
New +$184K 0.03% 230
2023
Q2
Sell
-3,651
Closed -$203K 239
2023
Q1
$203K Buy
+3,651
New +$208K 0.04% 229

Other funds holding ICF