Spire Wealth Management’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 | $1.56M | Hold |
25,428
| – | – | 0.06% | 280 |
|
|
2025
Q1 | $1.56M | Sell |
25,428
-9,001
| -26% | -$554K | 0.05% | 306 |
|
|
2024
Q4 | $2.07M | Hold |
34,429
| – | – | 0.06% | 237 |
|
|
2024
Q3 | $2.27M | Sell |
34,429
-848
| -2% | -$55.9K | 0.08% | 208 |
|
|
2024
Q2 | $2.02M | Buy |
35,277
+162
| +0.5% | +$9.28K | 0.07% | 230 |
|
|
2024
Q1 | $2.03M | Buy |
35,115
+1,965
| +6% | +$113K | 0.04% | 250 |
|
|
2023
Q4 | $1.89M | Buy |
33,150
+20,124
| +154% | +$1.15M | 0.06% | 251 |
|
|
2023
Q3 | $653K | Buy |
13,026
+658
| +5% | +$33K | 0.02% | 424 |
|
|
2023
Q2 | $687K | Sell |
12,368
-552
| -4% | -$30.7K | 0.03% | 426 |
|
|
2023
Q1 | $718K | Buy |
12,920
+2,982
| +30% | +$166K | 0.03% | 404 |
|
|
2022
Q4 | $545K | Sell |
9,938
-2,107
| -17% | -$116K | 0.03% | 349 |
|
|
2022
Q3 | $646K | Sell |
12,045
-1,641
| -12% | -$88K | 0.04% | 286 |
|
|
2022
Q2 | $832K | Sell |
13,686
-2,510
| -15% | -$153K | 0.03% | 363 |
|
|
2022
Q1 | $1.15M | Sell |
16,196
-295
| -2% | -$20.9K | 0.03% | 359 |
|
|
2021
Q4 | $1.26M | Sell |
16,491
-1,479
| -8% | -$113K | 0.03% | 404 |
|
|
2021
Q3 | $1.18M | Hold |
17,970
| – | – | 0.03% | 373 |
|
|
2021
Q2 | $1.17M | Buy |
17,970
+3,500
| +24% | +$229K | 0.03% | 384 |
|
|
2021
Q1 | $837K | Buy |
+14,470
| New | +$837K | 0.02% | 500 |
|