Topel & Distasi Wealth Management’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 | – | Sell |
-3,463
| Closed | -$213K | – | 64 |
|
|
2025
Q1 | $213K | Buy |
3,463
+22
| +0.6% | +$1.35K | 0.1% | 72 |
|
|
2024
Q4 | $207K | Hold |
3,441
| – | – | 0.09% | 77 |
|
|
2024
Q3 | $227K | Sell |
3,441
-123
| -3% | -$8.11K | 0.09% | 76 |
|
|
2024
Q2 | $204K | Hold |
3,564
| – | – | 0.09% | 75 |
|
|
2024
Q1 | $206K | Hold |
3,564
| – | – | 0.09% | 74 |
|
|
2023
Q4 | $209K | Buy |
+3,564
| New | +$209K | 0.1% | 72 |
|
|
2022
Q3 | – | Sell |
-3,471
| Closed | -$211K | – | 72 |
|
|
2022
Q2 | $211K | Sell |
3,471
-406
| -10% | -$24.7K | 0.12% | 65 |
|
|
2022
Q1 | $275K | Sell |
3,877
-86
| -2% | -$6.1K | 0.12% | 70 |
|
|
2021
Q4 | $302K | Buy |
+3,963
| New | +$302K | 0.12% | 70 |
|