SOA Wealth Advisors’s iShares Select U.S. REIT ETF ICF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.39M | Buy |
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|
2025
Q2 | $3.36M | Buy |
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|
2025
Q1 | $3.17M | Sell |
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|
2024
Q4 | $3.13M | Buy |
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|
2024
Q3 | $3.31M | Buy |
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|
2024
Q2 | $2.71M | Buy |
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|
2024
Q1 | $1.69M | Buy |
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|
2023
Q4 | $1.47M | Buy |
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|
2023
Q3 | $1.07M | Buy |
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|
2023
Q2 | $1.1M | Buy |
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|
2023
Q1 | $125K | Buy |
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|
2022
Q4 | $103K | Buy |
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|
2022
Q3 | $62K | Hold |
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|
2022
Q2 | $71K | Hold |
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|
2022
Q1 | $83K | Buy |
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|
2021
Q4 | $88K | Buy |
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|
2021
Q3 | $76K | Hold |
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|
2021
Q2 | $76K | Buy |
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|
2021
Q1 | $67K | Hold |
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|
2020
Q4 | $65K | Buy |
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