NEWAS
N.E.W. Advisory Services’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 | $60.7K | Hold |
992
| – | – | 0.01% | 290 |
|
|
2025
Q1 | $61K | Buy |
+992
| New | +$61K | ﹤0.01% | 326 |
|
|
2022
Q2 | – | Sell |
-7,312
| Closed | -$425K | – | 138 |
|
|
2022
Q1 | $425K | Buy |
7,312
+4,642
| +174% | +$270K | 0.08% | 84 |
|
|
2021
Q4 | $203K | Buy |
+2,670
| New | +$203K | 0.03% | 131 |
|
|
2021
Q3 | – | Sell |
-3,850
| Closed | -$252K | – | 133 |
|
|
2021
Q2 | $252K | Sell |
3,850
-3,473
| -47% | -$227K | 0.04% | 118 |
|
|
2021
Q1 | $431K | Sell |
7,323
-5,241
| -42% | -$308K | 0.08% | 85 |
|
|
2020
Q4 | $679K | Buy |
+12,564
| New | +$679K | 0.14% | 69 |
|