Steward Partners Investment Advisory’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 | $164K | Buy |
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|
2025
Q2 | $158K | Buy |
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|
2025
Q1 | $67.2K | Sell |
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|
2024
Q4 | $80.3K | Hold |
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|
2024
Q3 | $87.8K | Hold |
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|
2024
Q2 | $76.3K | Sell |
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|
2024
Q1 | $107K | Sell |
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|
2023
Q4 | $121K | Sell |
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|
2023
Q3 | $167K | Sell |
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|
2023
Q2 | $192K | Sell |
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|
2023
Q1 | $205K | Buy |
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|
2022
Q4 | $198K | Sell |
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|
2022
Q3 | $292K | Buy |
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|
2022
Q2 | $329K | Hold |
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|
2022
Q1 | $385K | Buy |
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|
2021
Q4 | $362K | Buy |
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|
2021
Q3 | $310K | Sell |
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|
2021
Q2 | $317K | Sell |
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|
2021
Q1 | $345K | Buy |
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|
2020
Q4 | $213K | Hold |
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|
2020
Q3 | $201K | Sell |
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|
2020
Q2 | $245K | Sell |
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|
2020
Q1 | $228K | Buy |
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|
2019
Q4 | $246K | Buy |
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|
2019
Q3 | $221K | Sell |
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|
2019
Q2 | $353K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $155K | Buy |
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|
2018
Q2 | $140K | Sell |
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|
2018
Q1 | $173K | Sell |
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|
2017
Q4 | $212K | Sell |
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|
2017
Q3 | $228K | Buy |
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|
2017
Q2 | $211K | Sell |
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|
2017
Q1 | $235K | Buy |
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