Partners in Financial Planning’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 | – | Sell |
-3,446
| Closed | -$212K | – | 108 |
|
|
2025
Q1 | $212K | Hold |
3,446
| – | – | 0.04% | 100 |
|
|
2024
Q4 | $208K | Hold |
3,446
| – | – | 0.04% | 106 |
|
|
2024
Q3 | $227K | Buy |
+3,446
| New | +$227K | 0.05% | 100 |
|
|
2022
Q3 | – | Sell |
-3,446
| Closed | -$220K | – | 92 |
|
|
2022
Q2 | $220K | Hold |
3,446
| – | – | 0.07% | 89 |
|
|
2022
Q1 | $251K | Hold |
3,446
| – | – | 0.08% | 83 |
|
|
2021
Q4 | $230K | Hold |
3,446
| – | – | 0.07% | 84 |
|
|
2021
Q3 | $225K | Hold |
3,446
| – | – | 0.07% | 87 |
|
|
2021
Q2 | $225K | Buy |
+3,446
| New | +$225K | 0.07% | 85 |
|