Orin Green Financial’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 | $200K | Sell |
3,276
-367
| -10% | -$22.4K | 0.08% | 74 |
|
|
2025
Q1 | $213K | Buy |
+3,643
| New | +$213K | 0.1% | 70 |
|
|
2024
Q4 | – | Sell |
-3,643
| Closed | -$240K | – | 67 |
|
|
2024
Q3 | $240K | Hold |
3,643
| – | – | 0.1% | 69 |
|
|
2024
Q2 | $209K | Buy |
+3,643
| New | +$209K | 0.1% | 71 |
|
|
2024
Q1 | – | Sell |
-3,643
| Closed | -$214K | – | 72 |
|
|
2023
Q4 | $214K | Buy |
+3,643
| New | +$214K | 0.11% | 71 |
|
|
2023
Q3 | – | Sell |
-4,056
| Closed | -$225K | – | 76 |
|
|
2023
Q2 | $225K | Hold |
4,056
| – | – | 0.12% | 59 |
|
|
2023
Q1 | $225K | Hold |
4,056
| – | – | 0.12% | 59 |
|
|
2022
Q4 | $222K | Hold |
4,056
| – | – | 0.13% | 58 |
|
|
2022
Q3 | $219K | Hold |
4,056
| – | – | 0.14% | 57 |
|
|
2022
Q2 | $250K | Sell |
4,056
-106
| -3% | -$6.53K | 0.16% | 56 |
|
|
2022
Q1 | $296K | Hold |
4,162
| – | – | 0.19% | 53 |
|
|
2021
Q4 | $281K | Hold |
4,162
| – | – | 0.2% | 48 |
|
|
2021
Q3 | $272K | Hold |
4,162
| – | – | 0.19% | 56 |
|
|
2021
Q2 | $272K | Buy |
+4,162
| New | +$272K | 0.19% | 55 |
|
|
2021
Q1 | – | Sell |
-4,162
| Closed | -$224K | – | 65 |
|
|
2020
Q4 | $224K | Buy |
+4,162
| New | +$224K | 0.18% | 62 |
|