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1834 Investment Advisors’s iShares Select U.S. REIT ETF ICF Stock Holding History

1834 Investment Advisors’s Portfolio ICF Stock Details ICF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-11,454
Closed -$755K – 217
2024
Q3 		$755K Buy
11,454
+64
+0.6% +$4K 0.09% 140
2024
Q2 		$653K Buy
11,390
+105
+0.9% +$5.82K 0.08% 148
2024
Q1 		$651K Sell
11,285
-5,431
-32% -$310K 0.08% 147
2023
Q4 		$982K Hold
16,716
– – 0.12% 117
2023
Q3 		$838K Sell
16,716
-177
-1% -$9.68K 0.1% 129
2023
Q2 		$939K Sell
16,893
-414
-2% -$22.5K 0.11% 125
2023
Q1 		$961K Buy
17,307
+5,585
+48% +$318K 0.12% 125
2022
Q4 		$643K Sell
11,722
-2,745
-19% -$150K 0.09% 116
2022
Q3 		$776K Sell
14,467
-59
-0.4% -$3.67K 0.12% 106
2022
Q2 		$883K Sell
14,526
-822
-5% -$54K 0.12% 106
2022
Q1 		$1.09M Buy
15,348
+1,232
+9% +$84.8K 0.13% 105
2021
Q4 		$1.07M Buy
14,116
+2
+0% +$141 0.12% 105
2021
Q3 		$923K Sell
14,114
-1,185
-8% -$81.2K 0.11% 109
2021
Q2 		$1M Buy
15,299
+1,520
+11% +$95.5K 0.12% 107
2021
Q1 		$797K Buy
13,779
+381
+3% +$21K 0.1% 106
2020
Q4 		$722K Sell
13,398
-1,974
-13% -$104K 0.1% 103
2020
Q3 		$784K Sell
15,372
-532
-3% -$27.5K 0.11% 98
2020
Q2 		$802K Buy
15,904
+3,850
+32% +$190K 0.13% 95
2020
Q1 		$552K Buy
12,054
+34
+0.3% +$1.9K 0.1% 108
2019
Q4 		$703K Hold
12,020
– – 0.11% 104
2019
Q3 		$721K Sell
12,020
-650
-5% -$38K 0.1% 108
2019
Q2 		$714K Sell
12,670
-1,170
-8% -$65.7K 0.11% 102
2019
Q1 		$770K Sell
13,840
-234
-2% -$12.3K 0.12% 99
2018
Q4 		$673K Sell
14,074
-244
-2% -$12.2K 0.11% 109
2018
Q3 		$716K Sell
14,318
-1,238
-8% -$62.8K 0.1% 110
2018
Q2 		$777K Sell
15,556
-452
-3% -$21.5K 0.12% 105
2018
Q1 		$747K Buy
16,008
+1,210
+8% +$56.7K 0.13% 105
2017
Q4 		$750K Sell
14,798
-408
-3% -$20.8K 0.12% 109
2017
Q3 		$765K Buy
15,206
+350
+2% +$17.7K 0.14% 96
2017
Q2 		$751K Sell
14,856
-180
-1% -$9.09K 0.14% 99
2017
Q1 		$750K Sell
15,036
-882
-6% -$44.1K 0.14% 103
2016
Q4 		$793K Buy
15,918
+554
+4% +$27.2K 0.16% 100
2016
Q3 		$806K Buy
15,364
+380
+3% +$20.5K 0.18% 95
2016
Q2 		$811K Sell
14,984
-1,174
-7% -$60.3K 0.18% 104
2016
Q1 		$833K Buy
16,158
+3,010
+23% +$145K 0.19% 98
2015
Q4 		$652K Buy
13,148
+26
+0.2% +$1.26K 0.15% 114
2015
Q3 		$608K Buy
13,122
+64
+0.5% +$2.98K 0.15% 120
2015
Q2 		$585K Buy
13,058
+508
+4% +$24.3K 0.16% 105
2015
Q1 		$635K Buy
12,550
+1,974
+19% +$101K 0.17% 104
2014
Q4 		$512K Buy
10,576
+264
+3% +$12.3K 0.14% 107
2014
Q3 		$436K Buy
10,312
+1,474
+17% +$65.1K 0.12% 113
2014
Q2 		$386K Sell
8,838
-54,196
-86% -$2.33M 0.1% 121
2014
Q1 		$2.59M Buy
63,034
+5,530
+10% +$220K 0.76% 50
2013
Q4 		$2.15M Buy
57,504
+4,980
+9% +$193K 0.63% 54
2013
Q3 		$2.02M Buy
52,524
+35,260
+204% +$1.4M 0.66% 51
2013
Q2 		$696K Buy
+17,264
New +$734K 0.24% 90

Other funds holding ICF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

1834 Investment Advisors's ICF Position: Q4 2024 in Review

1834 Investment Advisors sold out of iShares Select U.S. REIT ETF (ICF) in Q4 2024, closing a stake of 11,454 shares — an estimated $755K sold.

1834 Investment Advisors first reported a position in ICF in Q2 2013 and held it in 46 quarters. The position peaked at $2.59M in Q1 2014. 371 funds tracked by Wall St. Rank hold ICF as of Q4 2024.

  • 1834 Investment Advisors reported no remaining iShares Select U.S. REIT ETF position as of Q4 2024 after selling out during the quarter.
  • 1834 Investment Advisors sold 11,454 iShares Select U.S. REIT ETF shares in Q4 2024, an estimated $755K.
  • 1834 Investment Advisors first reported a position in iShares Select U.S. REIT ETF in Q2 2013 and held it in 46 quarters.
  • 1834 Investment Advisors's iShares Select U.S. REIT ETF position peaked at $2.59M in Q1 2014.
  • 371 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q4 2024.

Based on 1834 Investment Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.