Guardian Wealth Advisors (North Carolina)’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 | $43.9K | Sell |
718
-140
| -16% | -$8.57K | ﹤0.01% | 409 |
|
|
2025
Q1 | $52.8K | Hold |
858
| – | – | ﹤0.01% | 377 |
|
|
2024
Q4 | $51.7K | Hold |
858
| – | – | ﹤0.01% | 363 |
|
|
2024
Q3 | $56.6K | Sell |
858
-61
| -7% | -$4.02K | 0.01% | 305 |
|
|
2024
Q2 | $52.7K | Hold |
919
| – | – | 0.01% | 299 |
|
|
2024
Q1 | $53K | Sell |
919
-33
| -3% | -$1.91K | 0.01% | 315 |
|
|
2023
Q4 | $55.9K | Sell |
952
-81
| -8% | -$4.76K | 0.01% | 294 |
|
|
2023
Q3 | $52.4K | Buy |
1,033
+62
| +6% | +$3.15K | 0.01% | 288 |
|
|
2023
Q2 | $54K | Buy |
971
+26
| +3% | +$1.45K | 0.01% | 275 |
|
|
2023
Q1 | $52.5K | Sell |
945
-80
| -8% | -$4.44K | 0.01% | 265 |
|
|
2022
Q4 | $56.2K | Buy |
+1,025
| New | +$56.2K | 0.01% | 250 |
|
|
2022
Q1 | – | Sell |
-491
| Closed | -$37K | – | 261 |
|
|
2021
Q4 | $37K | Buy |
+491
| New | +$37K | 0.02% | 183 |
|