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