Sunbelt Securities’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 | $346K | Hold |
5,737
| – | – | 0.03% | 440 |
|
|
2025
Q1 | $353K | Hold |
5,737
| – | – | 0.03% | 410 |
|
|
2024
Q4 | $342K | Sell |
5,737
-250
| -4% | -$14.9K | 0.03% | 445 |
|
|
2024
Q3 | $395K | Buy |
5,987
+400
| +7% | +$26.4K | 0.04% | 413 |
|
|
2024
Q2 | $320K | Hold |
5,587
| – | – | 0.03% | 440 |
|
|
2024
Q1 | $322K | Hold |
5,587
| – | – | 0.04% | 416 |
|
|
2023
Q4 | $328K | Sell |
5,587
-605
| -10% | -$35.5K | 0.04% | 392 |
|
|
2023
Q3 | $311K | Hold |
6,192
| – | – | 0.04% | 399 |
|
|
2023
Q2 | $344K | Buy |
6,192
+435
| +8% | +$24.2K | 0.05% | 352 |
|
|
2023
Q1 | $312K | Sell |
5,757
-433
| -7% | -$23.5K | 0.05% | 345 |
|
|
2022
Q4 | $339K | Buy |
6,190
+1,381
| +29% | +$75.7K | 0.07% | 324 |
|
|
2022
Q3 | $258K | Sell |
4,809
-2,851
| -37% | -$153K | 0.05% | 361 |
|
|
2022
Q2 | $465K | Buy |
7,660
+2,496
| +48% | +$152K | 0.1% | 253 |
|
|
2022
Q1 | $371K | Buy |
5,164
+230
| +5% | +$16.5K | 0.07% | 313 |
|
|
2021
Q4 | $334K | Buy |
4,934
+1,203
| +32% | +$81.4K | 0.05% | 347 |
|
|
2021
Q3 | $255K | Hold |
3,731
| – | – | 0.05% | 380 |
|
|
2021
Q2 | $255K | Buy |
+3,731
| New | +$255K | 0.05% | 380 |
|