Provenance 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 | $85.6K | Hold |
1,400
| – | – | 0.01% | 173 |
|
|
2025
Q1 | $86.1K | Hold |
1,400
| – | – | 0.01% | 195 |
|
|
2024
Q4 | $84.4K | Hold |
1,400
| – | – | 0.01% | 199 |
|
|
2024
Q3 | $92.3K | Hold |
1,400
| – | – | 0.01% | 197 |
|
|
2024
Q2 | $80.2K | Hold |
1,400
| – | – | 0.01% | 186 |
|
|
2024
Q1 | $80.8K | Hold |
1,400
| – | – | 0.01% | 198 |
|
|
2023
Q4 | $82.2K | Hold |
1,400
| – | – | 0.01% | 174 |
|
|
2023
Q3 | $70.2K | Buy |
+1,400
| New | +$70.2K | 0.01% | 161 |
|