High Net Worth Advisory Group’s iShares Select U.S. REIT ETF ICF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232K | Hold |
3,800
| – | – | 0.06% | 209 |
|
|
2025
Q1 | $234K | Hold |
3,800
| – | – | 0.07% | 193 |
|
|
2024
Q4 | $229K | Hold |
3,800
| – | – | 0.06% | 201 |
|
|
2024
Q3 | $250K | Hold |
3,800
| – | – | 0.07% | 194 |
|
|
2024
Q2 | $218K | Hold |
3,800
| – | – | 0.07% | 195 |
|
|
2024
Q1 | $219K | Hold |
3,800
| – | – | 0.07% | 196 |
|
|
2023
Q4 | $223K | Buy |
+3,800
| New | +$223K | 0.08% | 180 |
|
|
2023
Q3 | – | Sell |
-3,800
| Closed | -$211K | – | 196 |
|
|
2023
Q2 | $211K | Hold |
3,800
| – | – | 0.08% | 187 |
|
|
2023
Q1 | $211K | Hold |
3,800
| – | – | 0.09% | 180 |
|
|
2022
Q4 | $208K | Hold |
3,800
| – | – | 0.08% | 181 |
|
|
2022
Q3 | $204K | Buy |
3,800
+1,000
| +36% | +$53.7K | 0.09% | 181 |
|
|
2022
Q2 | $170K | Hold |
2,800
| – | – | 0.07% | 201 |
|
|
2022
Q1 | $199K | Hold |
2,800
| – | – | 0.07% | 186 |
|
|
2021
Q4 | $213K | Buy |
+2,800
| New | +$213K | 0.07% | 186 |
|