Physician 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
2025
Q2
$203K Buy
3,315
+15
+0.5% +$917 0.03% 183
2025
Q1
$203K Sell
3,300
-51
-2% -$3.14K 0.04% 179
2024
Q4
$202K Hold
3,351
0.03% 181
2024
Q3
$219K Hold
3,351
0.04% 174
2024
Q2
$202K Buy
+3,351
New +$202K 0.04% 176