William Howard & Co Financial Advisors Inc ICF Holdings History
William Howard & Co Financial Advisors Inc's iShares Select U.S. REIT ETF Holding Summary
As of 2025-06-30, William Howard & Co Financial Advisors Inc held 160,195.00 shares of iShares Select U.S. REIT ETF(ICF), totaling $9.80 Mil. This investment constitutes 8.55% of their stock portfolio, and William Howard & Co Financial Advisors Inc now holds 0.51% of the outstanding iShares Select U.S. REIT ETF(ICF) stock.
The initial trade took place in 2024Q1. And since then William Howard & Co Financial Advisors Inc has made 4 purchases of ICF, at an average price of $57.19, for a total of 162,039.00 shares. In addition, there have been 1 sales at an average price of $63.75 for 1,844.00 shares. Based on historical transaction data and ICF's current price of $62.89, William Howard & Co Financial Advisors Inc's estimated gain on his ICF holdings is $924,903.07, reflecting a 9.98% gain to date.
William Howard & Co Financial Advisors Inc ICF ($62.89) Holding Chart
William Howard & Co Financial Advisors Inc ICF ($62.89) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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