Helen Stephens Group’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
2023
Q2
Sell
-4,084
Closed -$227K 73
2023
Q1
$227K Buy
4,084
+19
+0.5% +$1.06K 0.12% 65
2022
Q4
$223K Buy
+4,065
New +$223K 0.13% 67