Sharkey, Howes & Javer’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
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2024
Q4 | $212K | Hold |
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2024
Q3 | $231K | Sell |
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2024
Q2 | $271K | Sell |
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2024
Q1 | $457K | Sell |
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2023
Q4 | $475K | Hold |
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2023
Q3 | $406K | Buy |
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2022
Q4 | – | Sell |
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2022
Q3 | $242K | Sell |
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2022
Q2 | $280K | Buy |
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2022
Q1 | $320K | Hold |
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2021
Q4 | $343K | Hold |
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2021
Q3 | $295K | Hold |
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2021
Q2 | $294K | Sell |
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2021
Q1 | $261K | Sell |
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2020
Q4 | $255K | Sell |
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2020
Q3 | $4.09M | Buy |
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2020
Q2 | $3.05M | Buy |
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2020
Q1 | $581K | Sell |
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2019
Q4 | $765K | Buy |
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2019
Q3 | – | Sell |
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2019
Q2 | $94K | Hold |
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2019
Q1 | $93K | Sell |
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2018
Q4 | $86K | Hold |
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2018
Q3 | $90K | Hold |
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2018
Q2 | $89K | Hold |
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2018
Q1 | $83K | Sell |
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2017
Q4 | $171K | Sell |
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2017
Q3 | $350K | Sell |
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2017
Q2 | $381K | Sell |
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2017
Q1 | $418K | Hold |
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2016
Q4 | $418K | Sell |
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2016
Q3 | $545K | Hold |
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2016
Q2 | $562K | Hold |
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2016
Q1 | $536K | Sell |
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2015
Q4 | $530K | Sell |
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2015
Q3 | $848K | Buy |
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2015
Q2 | – | Sell |
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2015
Q1 | $993K | Buy |
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