William Howard & Co Financial 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 | $9.8M | Buy |
160,195
+1,475
| +0.9% | +$90.2K | 8.55% | 4 |
|
|
2025
Q1 | $9.77M | Buy |
158,720
+1,779
| +1% | +$109K | 9.15% | 3 |
|
|
2024
Q4 | $9.46M | Sell |
156,941
-1,844
| -1% | -$111K | 8.56% | 4 |
|
|
2024
Q3 | $10.5M | Buy |
158,785
+2,161
| +1% | +$142K | 8.93% | 4 |
|
|
2024
Q2 | $8.97M | Buy |
156,624
+798
| +0.5% | +$45.7K | 8.29% | 4 |
|
|
2024
Q1 | $8.99M | Buy |
+155,826
| New | +$8.99M | 8.43% | 4 |
|