SIC
SJS Investment Consulting’s iShares Select U.S. REIT ETF ICF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $523K | Hold |
8,550
| – | – | 0.08% | 53 |
|
|
2025
Q1 | $526K | Hold |
8,550
| – | – | 0.09% | 51 |
|
|
2024
Q4 | $515K | Hold |
8,550
| – | – | 0.09% | 52 |
|
|
2024
Q3 | $564K | Sell |
8,550
-950
| -10% | -$62.6K | 0.1% | 47 |
|
|
2024
Q2 | $544K | Sell |
9,500
-1,270
| -12% | -$72.8K | 0.11% | 44 |
|
|
2024
Q1 | $621K | Sell |
10,770
-2,300
| -18% | -$133K | 0.12% | 38 |
|
|
2023
Q4 | $768K | Hold |
13,070
| – | – | 0.17% | 33 |
|
|
2023
Q3 | $656K | Sell |
13,070
-1,400
| -10% | -$70.2K | 0.16% | 35 |
|
|
2023
Q2 | $804K | Hold |
14,470
| – | – | 0.2% | 32 |
|
|
2023
Q1 | $804K | Hold |
14,470
| – | – | 0.22% | 32 |
|
|
2022
Q4 | $794K | Hold |
14,470
| – | – | 0.24% | 29 |
|
|
2022
Q3 | $776K | Buy |
+14,470
| New | +$776K | 0.26% | 27 |
|
|
2022
Q1 | $1.03M | Hold |
14,470
| – | – | 0.31% | 28 |
|
|
2021
Q4 | $1.1M | Buy |
+14,470
| New | +$1.1M | 0.33% | 27 |
|