Steigerwald Gordon & Koch’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 | $355K | Sell |
5,739
-210
| -4% | -$13.2K | 0.04% | 102 |
|
|
2025
Q4 | $355K | Sell |
5,949
-100
| -2% | -$6.07K | 0.03% | 106 |
|
|
2025
Q3 | $373K | Sell |
6,049
-35
| -0.6% | -$2.14K | 0.04% | 101 |
|
|
2025
Q2 | $372K | Sell |
6,084
-330
| -5% | -$20K | 0.04% | 91 |
|
|
2025
Q1 | $395K | Sell |
6,414
-245
| -4% | -$15K | 0.04% | 90 |
|
|
2024
Q4 | $401K | Sell |
6,659
-45
| -0.7% | -$2.87K | 0.05% | 90 |
|
|
2024
Q3 | $442K | Sell |
6,704
-315
| -4% | -$19.7K | 0.05% | 87 |
|
|
2024
Q2 | $402K | Sell |
7,019
-190
| -3% | -$10.5K | 0.05% | 86 |
|
|
2024
Q1 | $416K | Sell |
7,209
-150
| -2% | -$8.56K | 0.05% | 89 |
|
|
2023
Q4 | $432K | Sell |
7,359
-420
| -5% | -$22.2K | 0.06% | 86 |
|
|
2023
Q3 | $390K | Sell |
7,779
-1,005
| -11% | -$54.9K | 0.06% | 82 |
|
|
2023
Q2 | $488K | Sell |
8,784
-5,960
| -40% | -$324K | 0.07% | 78 |
|
|
2023
Q1 | $819K | Sell |
14,744
-3,265
| -18% | -$186K | 0.12% | 60 |
|
|
2022
Q4 | $988K | Sell |
18,009
-4,186
| -19% | -$229K | 0.16% | 56 |
|
|
2022
Q3 | $1.19M | Sell |
22,195
-525
| -2% | -$32.6K | 0.22% | 52 |
|
|
2022
Q2 | $1.38M | Sell |
22,720
-575
| -2% | -$37.8K | 0.24% | 49 |
|
|
2022
Q1 | $1.65M | Sell |
23,295
-265
| -1% | -$18.2K | 0.25% | 50 |
|
|
2021
Q4 | $1.79M | Sell |
23,560
-300
| -1% | -$21.2K | 0.27% | 49 |
|
|
2021
Q3 | $1.56M | Sell |
23,860
-1,260
| -5% | -$86.3K | 0.26% | 51 |
|
|
2021
Q2 | $1.64M | Sell |
25,120
-200
| -0.8% | -$12.6K | 0.27% | 50 |
|
|
2021
Q1 | $1.46M | Sell |
25,320
-470
| -2% | -$25.9K | 0.27% | 50 |
|
|
2020
Q4 | $1.39M | Sell |
25,790
-1,000
| -4% | -$52.9K | 0.28% | 49 |
|
|
2020
Q3 | $1.37M | Sell |
26,790
-1,430
| -5% | -$74K | 0.32% | 48 |
|
|
2020
Q2 | $1.42M | Sell |
28,220
-2,550
| -8% | -$126K | 0.38% | 50 |
|
|
2020
Q1 | $1.41M | Sell |
30,770
-3,350
| -10% | -$188K | 0.48% | 44 |
|
|
2019
Q4 | $2M | Sell |
34,120
-1,170
| -3% | -$68.8K | 0.47% | 46 |
|
|
2019
Q3 | $2.12M | Sell |
35,290
-730
| -2% | -$42.7K | 0.54% | 45 |
|
|
2019
Q2 | $2.03M | Sell |
36,020
-650
| -2% | -$36.5K | 0.53% | 44 |
|
|
2019
Q1 | $2.04M | Sell |
36,670
-320
| -0.9% | -$16.8K | 0.54% | 43 |
|
|
2018
Q4 | $1.77M | Sell |
36,990
-1,270
| -3% | -$63.3K | 0.53% | 42 |
|
|
2018
Q3 | $1.92M | Sell |
38,260
-2,596
| -6% | -$132K | 0.48% | 43 |
|
|
2018
Q2 | $2.04M | Sell |
40,856
-980
| -2% | -$46.6K | 0.54% | 42 |
|
|
2018
Q1 | $1.95M | Sell |
41,836
-1,286
| -3% | -$60.3K | 0.55% | 42 |
|
|
2017
Q4 | $2.16M | Sell |
43,122
-1,892
| -4% | -$96.2K | 0.6% | 40 |
|
|
2017
Q3 | $2.24M | Sell |
45,014
-748
| -2% | -$37.9K | 0.62% | 41 |
|
|
2017
Q2 | $2.27M | Sell |
45,762
-1,350
| -3% | -$68.2K | 0.64% | 41 |
|
|
2017
Q1 | $2.31M | Sell |
47,112
-1,296
| -3% | -$64.9K | 0.68% | 41 |
|
|
2016
Q4 | $2.37M | Sell |
48,408
-624
| -1% | -$30.6K | 0.75% | 40 |
|
|
2016
Q3 | $2.52M | Sell |
49,032
-740
| -1% | -$40K | 0.88% | 38 |
|
|
2016
Q2 | $2.63M | Sell |
49,772
-898
| -2% | -$46.2K | 0.94% | 38 |
|
|
2016
Q1 | $2.56M | Sell |
50,670
-792
| -2% | -$38.2K | 0.98% | 37 |
|
|
2015
Q4 | $2.5M | Sell |
51,462
-3,390
| -6% | -$165K | 1.02% | 37 |
|
|
2015
Q3 | $2.48M | Sell |
54,852
-1,222
| -2% | -$56.8K | 1.1% | 37 |
|
|
2015
Q2 | $2.46M | Sell |
56,074
-1,478
| -3% | -$70.8K | 1.12% | 36 |
|
|
2015
Q1 | $2.85M | Sell |
57,552
-636
| -1% | -$32.4K | 1.32% | 35 |
|
|
2014
Q4 | $2.75M | Buy |
58,188
+558
| +1% | +$26K | 1.38% | 34 |
|
|
2014
Q3 | $2.4M | Sell |
57,630
-2,166
| -4% | -$95.7K | 1.26% | 34 |
|
|
2014
Q2 | $2.58M | Sell |
59,796
-2,158
| -3% | -$92.9K | 1.37% | 34 |
|
|
2014
Q1 | $2.52M | Sell |
61,954
-432
| -0.7% | -$17.2K | 1.44% | 33 |
|
|
2013
Q4 | $2.3M | Sell |
62,386
-792
| -1% | -$30.6K | 1.37% | 34 |
|
|
2013
Q3 | $2.4M | Sell |
63,178
-74
| -0.1% | -$2.93K | 1.56% | 34 |
|
|
2013
Q2 | $2.52M | Buy |
+63,252
| New | +$2.69M | 1.78% | 31 |
|
Other funds holding ICF
FIA
NPT