Sterling Investment Advisors (Pennsylvania)’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
Q3 | $322K | Hold |
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|
2025
Q2 | $319K | Buy |
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|
2025
Q1 | $311K | Sell |
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|
2024
Q4 | $321K | Buy |
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|
2024
Q3 | $331K | Hold |
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|
2024
Q2 | $288K | Buy |
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|
2024
Q1 | $267K | Hold |
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|
2023
Q4 | $272K | Buy |
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|
2023
Q3 | $217K | Buy |
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|
2023
Q2 | $210K | Hold |
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|
2023
Q1 | $210K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $78K | Hold |
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|
2022
Q1 | $91K | Buy |
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|
2021
Q4 | $57K | Hold |
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|
2021
Q3 | $49K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $439K | Buy |
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|
2019
Q4 | $526K | Sell |
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|
2019
Q3 | $564K | Sell |
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|
2019
Q2 | $554K | Sell |
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|
2019
Q1 | $658K | Buy |
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|
2018
Q4 | $556K | Buy |
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|
2018
Q3 | $558K | Buy |
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|
2018
Q2 | $544K | Hold |
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|
2018
Q1 | $508K | Sell |
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|
2017
Q4 | $578K | Buy |
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|
2017
Q3 | $523K | Buy |
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|
2017
Q2 | $490K | Buy |
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|
2017
Q1 | $451K | Buy |
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|
2016
Q4 | $291K | Buy |
|