SWA
SOA Wealth Advisors’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 | $3.36M | Buy |
54,912
+3,470
| +7% | +$212K | 0.63% | 31 |
|
|
2025
Q1 | $3.17M | Sell |
51,442
-572
| -1% | -$35.2K | 0.66% | 31 |
|
|
2024
Q4 | $3.13M | Buy |
52,014
+1,824
| +4% | +$110K | 0.58% | 37 |
|
|
2024
Q3 | $3.31M | Buy |
50,190
+2,856
| +6% | +$188K | 0.63% | 37 |
|
|
2024
Q2 | $2.71M | Buy |
47,334
+18,107
| +62% | +$1.04M | 0.55% | 42 |
|
|
2024
Q1 | $1.69M | Buy |
29,227
+4,216
| +17% | +$243K | 0.35% | 53 |
|
|
2023
Q4 | $1.47M | Buy |
25,011
+3,647
| +17% | +$214K | 0.33% | 55 |
|
|
2023
Q3 | $1.07M | Buy |
21,364
+1,612
| +8% | +$80.9K | 0.27% | 60 |
|
|
2023
Q2 | $1.1M | Buy |
19,752
+17,500
| +777% | +$972K | 0.26% | 61 |
|
|
2023
Q1 | $125K | Buy |
2,252
+376
| +20% | +$20.9K | 0.03% | 205 |
|
|
2022
Q4 | $103K | Buy |
1,876
+705
| +60% | +$38.7K | 0.03% | 220 |
|
|
2022
Q3 | $62K | Hold |
1,171
| – | – | 0.02% | 237 |
|
|
2022
Q2 | $71K | Hold |
1,171
| – | – | 0.02% | 232 |
|
|
2022
Q1 | $83K | Buy |
1,171
+1
| +0.1% | +$71 | 0.02% | 251 |
|
|
2021
Q4 | $88K | Buy |
1,170
+3
| +0.3% | +$226 | 0.02% | 234 |
|
|
2021
Q3 | $76K | Hold |
1,167
| – | – | 0.02% | 256 |
|
|
2021
Q2 | $76K | Buy |
1,167
+3
| +0.3% | +$195 | 0.02% | 257 |
|
|
2021
Q1 | $67K | Hold |
1,164
| – | – | 0.02% | 238 |
|
|
2020
Q4 | $65K | Buy |
+1,164
| New | +$65K | 0.02% | 237 |
|