Waters Parkerson & Co’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  | $529K | Buy | 
         | 
    |||||
| 
        
          
      
        2025
         Q2  | $523K | Hold | 
         | 
    |||||
| 
        
          
      
        2025
         Q1  | $526K | Hold | 
         | 
    |||||
| 
        
          
      
        2024
         Q4  | $515K | Sell | 
         | 
    |||||
| 
        
          
      
        2024
         Q3  | $569K | Hold | 
         | 
    |||||
| 
        
          
      
        2024
         Q2  | $494K | Hold | 
         | 
    |||||
| 
        
          
      
        2024
         Q1  | $498K | Hold | 
         | 
    |||||
| 
        
          
      
        2023
         Q4  | $507K | Sell | 
         | 
    |||||
| 
        
          
      
        2023
         Q3  | $436K | Hold | 
         | 
    |||||
| 
        
          
      
        2023
         Q2  | $483K | Hold | 
         | 
    |||||
| 
        
          
      
        2023
         Q1  | $483K | Hold | 
         | 
    |||||
| 
        
          
      
        2022
         Q4  | $477K | Sell | 
         | 
    |||||
| 
        
          
      
        2022
         Q3  | $476K | Buy | 
         | 
    |||||
| 
        
          
      
        2022
         Q2  | $533K | Buy | 
         | 
    |||||
| 
        
          
      
        2022
         Q1  | $619K | Buy | 
         | 
    |||||
| 
        
          
      
        2021
         Q4  | $599K | Sell | 
         | 
    |||||
| 
        
          
      
        2021
         Q3  | $517K | Hold | 
         | 
    |||||
| 
        
          
      
        2021
         Q2  | $516K | Hold | 
         | 
    |||||
| 
        
          
      
        2021
         Q1  | $457K | Hold | 
         | 
    |||||
| 
        
          
      
        2020
         Q4  | $426K | Buy | 
         | 
    |||||
| 
        
          
      
        2020
         Q3  | $383K | Hold | 
         | 
    |||||
| 
        
          
      
        2020
         Q2  | $378K | Sell | 
         | 
    |||||
| 
        
          
      
        2020
         Q1  | $363K | Hold | 
         | 
    |||||
| 
        
          
      
        2019
         Q4  | $464K | Sell | 
         | 
    |||||
| 
        
          
      
        2019
         Q3  | $480K | Hold | 
         | 
    |||||
| 
        
          
      
        2019
         Q2  | $451K | Buy | 
         | 
    |||||
| 
        
          
      
        2019
         Q1  | $443K | Hold | 
         | 
    |||||
| 
        
          
      
        2018
         Q4  | $381K | Sell | 
         | 
    |||||
| 
        
          
      
        2018
         Q3  | $401K | Hold | 
         | 
    |||||
| 
        
          
      
        2018
         Q2  | $400K | Hold | 
         | 
    |||||
| 
        
          
      
        2018
         Q1  | $374K | Hold | 
         | 
    |||||
| 
        
          
      
        2017
         Q4  | $406K | Sell | 
         | 
    |||||
| 
        
          
      
        2017
         Q3  | $422K | Hold | 
         | 
    |||||
| 
        
          
      
        2017
         Q2  | $424K | Hold | 
         | 
    |||||
| 
        
          
      
        2017
         Q1  | $418K | Buy | 
         | 
    |||||
| 
        
          
      
        2016
         Q4  | $417K | Buy | 
         | 
    |||||
| 
        
          
      
        2016
         Q3  | $348K | Hold | 
         | 
    |||||
| 
        
          
      
        2016
         Q2  | $358K | Hold | 
         | 
    |||||
| 
        
          
      
        2016
         Q1  | $342K | Buy | 
         | 
    |||||
| 
        
          
      
        2015
         Q4  | $328K | Hold | 
         | 
    |||||
| 
        
          
      
        2015
         Q3  | $306K | Sell | 
         | 
    |||||
| 
        
          
      
        2015
         Q2  | $299K | Sell | 
         | 
    |||||
| 
        
          
      
        2015
         Q1  | $341K | Sell | 
         | 
    |||||
| 
        
          
      
        2014
         Q4  | $332K | Hold | 
         | 
    |||||
| 
        
          
      
        2014
         Q3  | $290K | Hold | 
         | 
    |||||
| 
        
          
      
        2014
         Q2  | $300K | Buy | 
         | 
    |||||
| 
        
          
      
        2014
         Q1  | $282K | Hold | 
         | 
    |||||
| 
        
          
      
        2013
         Q4  | $256K | Hold | 
         | 
    |||||
| 
        
          
      
        2013
         Q3  | $263K | Sell | 
         | 
    |||||
| 
        
          
      
        2013
         Q2  | $440K | Buy | 
         |