White Lighthouse Investment 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 | $1.21M | Buy |
19,794
+55
| +0.3% | +$3.36K | 0.2% | 65 |
|
|
2025
Q1 | $1.21M | Sell |
19,739
-965
| -5% | -$59.4K | 0.22% | 63 |
|
|
2024
Q4 | $1.25M | Sell |
20,704
-920
| -4% | -$55.4K | 0.22% | 63 |
|
|
2024
Q3 | $1.43M | Sell |
21,624
-65
| -0.3% | -$4.28K | 0.26% | 60 |
|
|
2024
Q2 | $1.24M | Buy |
21,689
+854
| +4% | +$48.9K | 0.24% | 60 |
|
|
2024
Q1 | $1.2M | Sell |
20,835
-5
| -0% | -$289 | 0.24% | 61 |
|
|
2023
Q4 | $1.22M | Buy |
20,840
+177
| +0.9% | +$10.4K | 0.27% | 59 |
|
|
2023
Q3 | $1.04M | Buy |
20,663
+320
| +2% | +$16K | 0.25% | 62 |
|
|
2023
Q2 | $1.13M | Buy |
20,343
+700
| +4% | +$38.9K | 0.27% | 55 |
|
|
2023
Q1 | $1.09M | Buy |
19,643
+185
| +1% | +$10.3K | 0.27% | 57 |
|
|
2022
Q4 | $1.07M | Sell |
19,458
-350
| -2% | -$19.2K | 0.29% | 56 |
|
|
2022
Q3 | $1.06M | Hold |
19,808
| – | – | 0.31% | 53 |
|
|
2022
Q2 | $1.2M | Buy |
19,808
+100
| +0.5% | +$6.08K | 0.34% | 50 |
|
|
2022
Q1 | $1.4M | Hold |
19,708
| – | – | 0.36% | 49 |
|
|
2021
Q4 | $1.5M | Buy |
19,708
+100
| +0.5% | +$7.61K | 0.37% | 50 |
|
|
2021
Q3 | $1.28M | Sell |
19,608
-100
| -0.5% | -$6.54K | 0.34% | 53 |
|
|
2021
Q2 | $1.29M | Sell |
19,708
-1,500
| -7% | -$98K | 0.35% | 52 |
|
|
2021
Q1 | $1.23M | Sell |
21,208
-502
| -2% | -$29K | 0.38% | 50 |
|
|
2020
Q4 | $1.17M | Sell |
21,710
-450
| -2% | -$24.3K | 0.37% | 54 |
|
|
2020
Q3 | $1.13M | Buy |
22,160
+62
| +0.3% | +$3.16K | 0.39% | 53 |
|
|
2020
Q2 | $1.12M | Sell |
22,098
-610
| -3% | -$30.8K | 0.41% | 50 |
|
|
2020
Q1 | $1.04M | Buy |
22,708
+2,298
| +11% | +$105K | 0.44% | 50 |
|
|
2019
Q4 | $1.19M | Buy |
20,410
+110
| +0.5% | +$6.44K | 0.44% | 48 |
|
|
2019
Q3 | $1.22M | Sell |
20,300
-480
| -2% | -$28.8K | 0.49% | 44 |
|
|
2019
Q2 | $1.17M | Sell |
20,780
-2,400
| -10% | -$135K | 0.49% | 45 |
|
|
2019
Q1 | $1.29M | Sell |
23,180
-1,570
| -6% | -$87.3K | 0.59% | 45 |
|
|
2018
Q4 | $1.18M | Hold |
24,750
| – | – | 0.65% | 40 |
|
|
2018
Q3 | $1.24M | Sell |
24,750
-600
| -2% | -$30K | 0.63% | 38 |
|
|
2018
Q2 | $1.27M | Sell |
25,350
-700
| -3% | -$35K | 0.7% | 34 |
|
|
2018
Q1 | $1.22M | Buy |
26,050
+2,170
| +9% | +$101K | 0.7% | 36 |
|
|
2017
Q4 | $1.21M | Buy |
+23,880
| New | +$1.21M | 0.69% | 35 |
|