HHM Wealth Advisors’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 | $11.1K | Hold |
182
| – | – | ﹤0.01% | 593 |
|
|
2025
Q1 | $11.2K | Hold |
182
| – | – | ﹤0.01% | 574 |
|
|
2024
Q4 | $11K | Buy |
182
+80
| +78% | +$4.82K | ﹤0.01% | 581 |
|
|
2024
Q3 | $6.72K | Hold |
102
| – | – | ﹤0.01% | 625 |
|
|
2024
Q2 | $5.84K | Hold |
102
| – | – | ﹤0.01% | 619 |
|
|
2024
Q1 | $5.89K | Buy |
+102
| New | +$5.89K | ﹤0.01% | 605 |
|
|
2023
Q2 | – | Sell |
-26
| Closed | -$1.45K | – | 825 |
|
|
2023
Q1 | $1.45K | Buy |
+26
| New | +$1.45K | ﹤0.01% | 752 |
|