TD Private Client Wealth’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 | $330K | Buy |
5,393
+350
| +7% | +$21.4K | 0.01% | 542 |
|
|
2025
Q1 | $310K | Sell |
5,043
-282
| -5% | -$17.4K | 0.01% | 524 |
|
|
2024
Q4 | $321K | Buy |
5,325
+1,290
| +32% | +$77.7K | 0.01% | 522 |
|
|
2024
Q3 | $266K | Buy |
4,035
+53
| +1% | +$3.49K | 0.01% | 556 |
|
|
2024
Q2 | $228K | Buy |
3,982
+1,170
| +42% | +$67K | 0.01% | 548 |
|
|
2024
Q1 | $162K | Buy |
2,812
+512
| +22% | +$29.5K | 0.01% | 621 |
|
|
2023
Q4 | $135K | Buy |
2,300
+15
| +0.7% | +$881 | ﹤0.01% | 634 |
|
|
2023
Q3 | $115K | Buy |
2,285
+475
| +26% | +$23.8K | 0.01% | 622 |
|
|
2023
Q2 | $101K | Buy |
1,810
+383
| +27% | +$21.3K | ﹤0.01% | 660 |
|
|
2023
Q1 | $79.3K | Buy |
1,427
+605
| +74% | +$33.6K | ﹤0.01% | 685 |
|
|
2022
Q4 | $45.1K | Buy |
822
+36
| +5% | +$1.97K | ﹤0.01% | 761 |
|
|
2022
Q3 | $42.2K | Buy |
786
+2
| +0.3% | +$107 | ﹤0.01% | 758 |
|
|
2022
Q2 | $47.6K | Sell |
784
-2,983
| -79% | -$181K | ﹤0.01% | 746 |
|
|
2022
Q1 | $267K | Buy |
3,767
+204
| +6% | +$14.5K | 0.01% | 509 |
|
|
2021
Q4 | $271K | Sell |
3,563
-27
| -0.8% | -$2.05K | 0.01% | 501 |
|
|
2021
Q3 | $235K | Sell |
3,590
-227
| -6% | -$14.9K | 0.01% | 500 |
|
|
2021
Q2 | $249K | Sell |
3,817
-361
| -9% | -$23.6K | 0.01% | 494 |
|
|
2021
Q1 | $242K | Buy |
4,178
+172
| +4% | +$9.94K | 0.01% | 477 |
|
|
2020
Q4 | $216K | Buy |
+4,006
| New | +$216K | 0.01% | 476 |
|