JWA
JFS Wealth Advisors’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 | $376K | Sell |
6,150
-323
| -5% | -$19.8K | 0.02% | 233 |
|
|
2025
Q1 | $398K | Sell |
6,473
-162
| -2% | -$9.97K | 0.03% | 222 |
|
|
2024
Q4 | $400K | Hold |
6,635
| – | – | 0.03% | 217 |
|
|
2024
Q3 | $437K | Sell |
6,635
-425
| -6% | -$28K | 0.03% | 209 |
|
|
2024
Q2 | $404K | Buy |
7,060
+663
| +10% | +$38K | 0.03% | 163 |
|
|
2024
Q1 | $369K | Hold |
6,397
| – | – | 0.03% | 179 |
|
|
2023
Q4 | $376K | Sell |
6,397
-1,711
| -21% | -$100K | 0.03% | 161 |
|
|
2023
Q3 | $407K | Sell |
8,108
-990
| -11% | -$49.7K | 0.04% | 162 |
|
|
2023
Q2 | $506K | Sell |
9,098
-65
| -0.7% | -$3.61K | 0.05% | 152 |
|
|
2023
Q1 | $509K | Sell |
9,163
-191
| -2% | -$10.6K | 0.05% | 147 |
|
|
2022
Q4 | $513K | Sell |
9,354
-220
| -2% | -$12.1K | 0.05% | 150 |
|
|
2022
Q3 | $514K | Sell |
9,574
-13
| -0.1% | -$698 | 0.06% | 150 |
|
|
2022
Q2 | $583K | Sell |
9,587
-214
| -2% | -$13K | 0.06% | 134 |
|
|
2022
Q1 | $696K | Sell |
9,801
-364
| -4% | -$25.8K | 0.07% | 135 |
|
|
2021
Q4 | $773K | Sell |
10,165
-2,110
| -17% | -$160K | 0.07% | 133 |
|
|
2021
Q3 | $803K | Sell |
12,275
-595
| -5% | -$38.9K | 0.08% | 122 |
|
|
2021
Q2 | $841K | Sell |
12,870
-243
| -2% | -$15.9K | 0.13% | 94 |
|
|
2021
Q1 | $758K | Sell |
13,113
-80
| -0.6% | -$4.62K | 0.15% | 83 |
|
|
2020
Q4 | $711K | Buy |
13,193
+7,159
| +119% | +$386K | 0.15% | 83 |
|
|
2020
Q3 | $616K | Buy |
6,034
+443
| +8% | +$45.2K | 0.15% | 85 |
|
|
2020
Q2 | $564K | Buy |
5,591
+592
| +12% | +$59.7K | 0.15% | 87 |
|
|
2020
Q1 | $458K | Buy |
4,999
+143
| +3% | +$13.1K | 0.14% | 88 |
|
|
2019
Q4 | $568K | Sell |
4,856
-5
| -0.1% | -$585 | 0.14% | 87 |
|
|
2019
Q3 | $583K | Buy |
4,861
+721
| +17% | +$86.5K | 0.15% | 85 |
|
|
2019
Q2 | $466K | Buy |
4,140
+42
| +1% | +$4.73K | 0.12% | 94 |
|
|
2019
Q1 | $456K | Buy |
4,098
+164
| +4% | +$18.2K | 0.12% | 93 |
|
|
2018
Q4 | $376K | Buy |
3,934
+32
| +0.8% | +$3.06K | 0.1% | 101 |
|
|
2018
Q3 | $391K | Sell |
3,902
-167
| -4% | -$16.7K | 0.1% | 103 |
|
|
2018
Q2 | $406K | Sell |
4,069
-519
| -11% | -$51.8K | 0.11% | 101 |
|
|
2018
Q1 | $428K | Buy |
4,588
+53
| +1% | +$4.94K | 0.11% | 96 |
|
|
2017
Q4 | $459K | Buy |
4,535
+199
| +5% | +$20.1K | 0.11% | 92 |
|
|
2017
Q3 | $436K | Buy |
+4,336
| New | +$436K | 0.11% | 91 |
|