Elevation Wealth Partners’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 | $32.2K | Buy |
526
+3
| +0.6% | +$183 | 0.01% | 278 |
|
|
2025
Q1 | $32.2K | Buy |
523
+2
| +0.4% | +$123 | 0.01% | 273 |
|
|
2024
Q4 | $31.4K | Buy |
521
+5
| +1% | +$301 | 0.01% | 279 |
|
|
2024
Q3 | $34K | Sell |
516
-10
| -2% | -$659 | 0.01% | 261 |
|
|
2024
Q2 | $30.1K | Buy |
526
+3
| +0.6% | +$172 | 0.01% | 259 |
|
|
2024
Q1 | $30.2K | Buy |
+523
| New | +$30.2K | 0.02% | 270 |
|