MAWCM
Mine & Arao Wealth Creation & Management’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 | $2.44M | Sell |
39,953
-18
| -0% | -$1.1K | 1.09% | 15 |
|
|
2025
Q1 | $2.46M | Buy |
39,971
+67
| +0.2% | +$4.12K | 1.2% | 13 |
|
|
2024
Q4 | $2.4M | Sell |
39,904
-2,158
| -5% | -$130K | 1.1% | 14 |
|
|
2024
Q3 | $2.77M | Sell |
42,062
-1,144
| -3% | -$75.4K | 1.29% | 13 |
|
|
2024
Q2 | $2.48M | Buy |
43,206
+1,019
| +2% | +$58.4K | 1.2% | 13 |
|
|
2024
Q1 | $2.43M | Sell |
42,187
-300
| -0.7% | -$17.3K | 1.2% | 13 |
|
|
2023
Q4 | $2.5M | Buy |
42,487
+9
| +0% | +$529 | 1.35% | 13 |
|
|
2023
Q3 | $2.13M | Sell |
42,478
-255
| -0.6% | -$12.8K | 1.3% | 13 |
|
|
2023
Q2 | $2.37M | Sell |
42,733
-536
| -1% | -$29.8K | 1.39% | 13 |
|
|
2023
Q1 | $2.4M | Buy |
43,269
+665
| +2% | +$36.9K | 1.54% | 12 |
|
|
2022
Q4 | $2.34M | Buy |
42,604
+697
| +2% | +$38.2K | 1.73% | 12 |
|
|
2022
Q3 | $2.25M | Buy |
41,907
+577
| +1% | +$31K | 1.66% | 9 |
|
|
2022
Q2 | $2.51M | Buy |
41,330
+124
| +0.3% | +$7.54K | 1.76% | 8 |
|
|
2022
Q1 | $2.93M | Sell |
41,206
-235
| -0.6% | -$16.7K | 1.71% | 8 |
|
|
2021
Q4 | $3.15M | Buy |
41,441
+1,279
| +3% | +$97.3K | 1.74% | 9 |
|
|
2021
Q3 | $2.63M | Sell |
40,162
-175
| -0.4% | -$11.4K | 1.57% | 10 |
|
|
2021
Q2 | $2.64M | Buy |
40,337
+166
| +0.4% | +$10.8K | 1.59% | 10 |
|
|
2021
Q1 | $2.32M | Buy |
40,171
+600
| +2% | +$34.7K | 1.55% | 9 |
|
|
2020
Q4 | $2.13M | Buy |
39,571
+19,374
| +96% | +$1.04M | 1.53% | 9 |
|
|
2020
Q3 | $2.06M | Buy |
20,197
+222
| +1% | +$22.6K | 1.7% | 9 |
|
|
2020
Q2 | $2.02M | Buy |
19,975
+174
| +0.9% | +$17.6K | 1.89% | 9 |
|
|
2020
Q1 | $1.81M | Buy |
19,801
+585
| +3% | +$53.6K | 2.1% | 8 |
|
|
2019
Q4 | $2.25M | Buy |
+19,216
| New | +$2.25M | 2.11% | 7 |
|