Sequoia Financial Advisors’s iShares Select U.S. REIT ETF ICF Stock Holding History

Sequoia Financial Advisors’s Portfolio ICF Stock Details ICF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$338K	Sell	5,532 -254	-4%	-$15.5K	﹤0.01%	1197
2025 Q1	$356K	Buy	5,786 +254	+5%	+$15.6K	﹤0.01%	989
2024 Q4	$333K	Hold	5,532	–	–	﹤0.01%	976
2024 Q3	$365K	Buy	5,532 +260	+5%	+$17.1K	﹤0.01%	884
2024 Q2	$302K	Hold	5,272	–	–	﹤0.01%	886
2024 Q1	$304K	Hold	5,272	–	–	﹤0.01%	850
2023 Q4	$310K	Hold	5,272	–	–	﹤0.01%	910
2023 Q3	$264K	Hold	5,272	–	–	﹤0.01%	734
2023 Q2	$293K	Hold	5,272	–	–	0.01%	710
2023 Q1	$293K	Hold	5,272	–	–	0.01%	631
2022 Q4	$289K	Buy	+5,272	New	+$289K	0.01%	598
2022 Q2	–	Sell	-5,272	Closed	-$374K	–	631
2022 Q1	$374K	Hold	5,272	–	–	0.01%	432
2021 Q4	$401K	Hold	5,272	–	–	0.01%	375
2021 Q3	$345K	Hold	5,272	–	–	0.04%	191
2021 Q2	$345K	Hold	5,272	–	–	0.01%	344
2021 Q1	$305K	Hold	5,272	–	–	0.01%	332
2020 Q4	$284K	Hold	5,272	–	–	0.01%	329
2020 Q3	$269K	Hold	5,272	–	–	0.01%	313
2020 Q2	$266K	Hold	5,272	–	–	0.02%	306
2020 Q1	$241K	Hold	5,272	–	–	0.02%	303
2019 Q4	$308K	Sell	5,272 -2,792	-35%	-$163K	0.02%	295
2019 Q3	$484K	Hold	8,064	–	–	0.04%	202
2019 Q2	$454K	Hold	8,064	–	–	0.03%	211
2019 Q1	$448K	Buy	8,064 +2,792	+53%	+$155K	0.04%	201
2018 Q4	$252K	Hold	5,272	–	–	0.03%	242
2018 Q3	$264K	Hold	5,272	–	–	0.03%	252
2018 Q2	$263K	Hold	5,272	–	–	0.03%	249
2018 Q1	$246K	Sell	5,272 -206	-4%	-$9.61K	0.03%	248
2017 Q4	$278K	Buy	5,478 +206	+4%	+$10.5K	0.03%	230
2017 Q3	$265K	Hold	5,272	–	–	0.03%	225
2017 Q2	$267K	Hold	5,272	–	–	0.03%	223
2017 Q1	$263K	Hold	5,272	–	–	0.03%	223
2016 Q4	$263K	Hold	5,272	–	–	0.04%	219
2016 Q3	$277K	Hold	5,272	–	–	0.05%	180
2016 Q2	$285K	Hold	5,272	–	–	0.08%	177
2016 Q1	$272K	Hold	5,272	–	–	0.09%	149
2015 Q4	$262K	Hold	5,272	–	–	0.11%	138
2015 Q3	$244K	Hold	5,272	–	–	0.11%	141
2015 Q2	$236K	Hold	5,272	–	–	0.1%	161
2015 Q1	$267K	Hold	5,272	–	–	0.12%	143
2014 Q4	$255K	Hold	5,272	–	–	0.17%	125
2014 Q3	$223K	Hold	5,272	–	–	0.15%	145
2014 Q2	$230K	Hold	5,272	–	–	0.17%	138
2014 Q1	$217K	Buy	+5,272	New	+$217K	0.18%	142