Kingswood 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
2024
Q4
Sell
-7,707
Closed -$508K 848
2024
Q3
$508K Buy
+7,707
New +$508K 0.04% 446