Plante Moran Financial 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 | $7.05K | Sell |
114
-541
| -83% | -$33.9K | ﹤0.01% | 541 |
|
|
2025
Q4 | $39.1K | Buy |
655
+317
| +94% | +$19.3K | ﹤0.01% | 360 |
|
|
2025
Q3 | $20.8K | Hold |
338
| – | – | ﹤0.01% | 454 |
|
|
2025
Q2 | $20.7K | Sell |
338
-110
| -25% | -$6.67K | ﹤0.01% | 469 |
|
|
2025
Q1 | $27.6K | Hold |
448
| – | – | ﹤0.01% | 438 |
|
|
2024
Q4 | $27K | Hold |
448
| – | – | ﹤0.01% | 438 |
|
|
2024
Q3 | $29.5K | Hold |
448
| – | – | ﹤0.01% | 468 |
|
|
2024
Q2 | $25.7K | Sell |
448
-144
| -24% | -$7.98K | ﹤0.01% | 436 |
|
|
2024
Q1 | $34.2K | Sell |
592
-1,980
| -77% | -$113K | ﹤0.01% | 413 |
|
|
2023
Q4 | $151K | Buy |
2,572
+1,884
| +274% | +$99.6K | 0.02% | 202 |
|
|
2023
Q3 | $34.5K | Hold |
688
| – | – | ﹤0.01% | 343 |
|
|
2023
Q2 | $38.2K | Hold |
688
| – | – | ﹤0.01% | 338 |
|
|
2023
Q1 | $38.2K | Hold |
688
| – | – | 0.01% | 330 |
|
|
2022
Q4 | $37.7K | Hold |
688
| – | – | 0.01% | 348 |
|
|
2022
Q3 | $37K | Sell |
688
-359
| -34% | -$22.3K | 0.01% | 351 |
|
|
2022
Q2 | $64K | Buy |
1,047
+359
| +52% | +$23.6K | 0.01% | 283 |
|
|
2022
Q1 | $49K | Hold |
688
| – | – | 0.01% | 335 |
|
|
2021
Q4 | $52K | Hold |
688
| – | – | 0.01% | 352 |
|
|
2021
Q3 | $45K | Sell |
688
-144
| -17% | -$9.86K | 0.01% | 404 |
|
|
2021
Q2 | $54K | Sell |
832
-120
| -13% | -$7.54K | 0.01% | 354 |
|
|
2021
Q1 | $55K | Sell |
952
-136
| -13% | -$7.5K | 0.02% | 341 |
|
|
2020
Q4 | $59K | Hold |
1,088
| – | – | 0.02% | 324 |
|
|
2020
Q3 | $55K | Hold |
1,088
| – | – | 0.02% | 306 |
|
|
2020
Q2 | $55K | Hold |
1,088
| – | – | 0.02% | 281 |
|
|
2020
Q1 | $50K | Hold |
1,088
| – | – | 0.02% | 255 |
|
|
2019
Q4 | $64K | Hold |
1,088
| – | – | 0.02% | 286 |
|
|
2019
Q3 | $65K | Hold |
1,088
| – | – | 0.02% | 300 |
|
|
2019
Q2 | $61K | Hold |
1,088
| – | – | 0.02% | 299 |
|
|
2019
Q1 | $60K | Sell |
1,088
-350
| -24% | -$18.4K | 0.02% | 296 |
|
|
2018
Q4 | $69K | Buy |
1,438
+350
| +32% | +$17.5K | 0.02% | 249 |
|
|
2018
Q3 | $54K | Hold |
1,088
| – | – | 0.02% | 279 |
|
|
2018
Q2 | $54K | Hold |
1,088
| – | – | 0.03% | 313 |
|
|
2018
Q1 | $51K | Hold |
1,088
| – | – | 0.03% | 345 |
|
|
2017
Q4 | $55K | Hold |
1,088
| – | – | 0.03% | 326 |
|
|
2017
Q3 | $55K | Hold |
1,088
| – | – | 0.03% | 286 |
|
|
2017
Q2 | $55K | Hold |
1,088
| – | – | 0.03% | 289 |
|
|
2017
Q1 | $54K | Sell |
1,088
-144
| -12% | -$7.21K | 0.03% | 302 |
|
|
2016
Q4 | $61K | Hold |
1,232
| – | – | 0.04% | 291 |
|
|
2016
Q3 | $65K | Hold |
1,232
| – | – | 0.04% | 268 |
|
|
2016
Q2 | $67K | Hold |
1,232
| – | – | 0.05% | 246 |
|
|
2016
Q1 | $64K | Sell |
1,232
-2,566
| -68% | -$124K | 0.05% | 229 |
|
|
2015
Q4 | $188K | Hold |
3,798
| – | – | 0.14% | 115 |
|
|
2015
Q3 | $176K | Buy |
3,798
+2,566
| +208% | +$119K | 0.14% | 115 |
|
|
2015
Q2 | $55K | Hold |
1,232
| – | – | 0.04% | 276 |
|
|
2015
Q1 | $62K | Hold |
1,232
| – | – | 0.04% | 248 |
|
|
2014
Q4 | $60K | Buy |
1,232
+224
| +22% | +$10.4K | 0.04% | 253 |
|
|
2014
Q3 | $43K | Buy |
1,008
+424
| +73% | +$18.7K | 0.04% | 283 |
|
|
2014
Q2 | $26K | Buy |
+584
| New | +$25.1K | 0.02% | 342 |
|
Other funds holding ICF
FIA
NPT