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Strata 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
$614K Buy
10,047
+492
+5% +$30.1K 0.17% 46
2025
Q1
$588K Buy
9,555
+4,683
+96% +$288K 0.18% 44
2024
Q4
$294K Buy
4,872
+1,812
+59% +$109K 0.09% 64
2024
Q3
$202K Buy
+3,060
New +$202K 0.06% 73