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Acropolis Investment Management’s iShares Select U.S. REIT ETF ICF Stock Holding History

Acropolis Investment Management’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
Q3 		– Sell
-3,174
Closed -$182K – 301
2024
Q2 		$182K Sell
3,174
-2,884
-48% -$160K 0.01% 226
2024
Q1 		$350K Sell
6,058
-4,252
-41% -$243K 0.02% 173
2023
Q4 		$605K Sell
10,310
-4,814
-32% -$254K 0.04% 125
2023
Q3 		$759K Sell
15,124
-5,181
-26% -$283K 0.06% 106
2023
Q2 		$1.13M Sell
20,305
-1,130
-5% -$61.5K 0.09% 85
2023
Q1 		$1.19M Buy
21,435
+19
+0.1% +$1.08K 0.1% 83
2022
Q4 		$1.17M Buy
21,416
+73
+0.3% +$3.99K 0.11% 77
2022
Q3 		$1.15M Hold
21,343
– – 0.12% 73
2022
Q2 		$1.3M Buy
21,343
+1,158
+6% +$76.1K 0.13% 66
2022
Q1 		$1.43M Buy
20,185
+32
+0.2% +$2.2K 0.13% 69
2021
Q4 		$1.53M Buy
20,153
+43
+0.2% +$3.04K 0.14% 63
2021
Q3 		$1.25M Buy
20,110
+250
+1% +$17.1K 0.15% 68
2021
Q2 		$1.3M Buy
19,860
+9
+0% +$566 0.13% 67
2021
Q1 		$1.15M Sell
19,851
-1,148
-5% -$63.3K 0.12% 74
2020
Q4 		$1.13M Sell
20,999
-3,173
-13% -$168K 0.12% 69
2020
Q3 		$1.23M Sell
24,172
-34
-0.1% -$1.76K 0.15% 58
2020
Q2 		$1.22M Sell
24,206
-1,332
-5% -$65.6K 0.16% 55
2020
Q1 		$1.17M Buy
25,538
+48
+0.2% +$2.69K 0.18% 49
2019
Q4 		$1.49M Sell
25,490
-734
-3% -$43.2K 0.21% 47
2019
Q3 		$1.57M Hold
26,224
– – 0.23% 39
2019
Q2 		$1.48M Sell
26,224
-722
-3% -$40.5K 0.23% 40
2019
Q1 		$1.5M Buy
26,946
+140
+0.5% +$7.37K 0.24% 41
2018
Q4 		$1.28M Sell
26,806
-874
-3% -$43.6K 0.22% 43
2018
Q3 		$1.39M Buy
27,680
+466
+2% +$23.6K 0.22% 43
2018
Q2 		$1.36M Sell
27,214
-1,062
-4% -$50.5K 0.22% 41
2018
Q1 		$1.32M Buy
28,276
+518
+2% +$24.3K 0.21% 56
2017
Q4 		$1.41M Buy
27,758
+196
+0.7% +$9.97K 0.22% 45
2017
Q3 		$1.39M Sell
27,562
-692
-2% -$35.1K 0.23% 44
2017
Q2 		$1.43M Buy
28,254
+472
+2% +$23.8K 0.24% 48
2017
Q1 		$1.39M Buy
27,782
+1,250
+5% +$62.6K 0.24% 46
2016
Q4 		$1.32M Buy
26,532
+240
+0.9% +$11.8K 0.24% 48
2016
Q3 		$1.38M Sell
26,292
-60
-0.2% -$3.24K 0.26% 47
2016
Q2 		$1.43M Sell
26,352
-24
-0.1% -$1.23K 0.27% 45
2016
Q1 		$1.36M Sell
26,376
-300
-1% -$14.5K 0.26% 47
2015
Q4 		$1.32M Sell
26,676
-26
-0.1% -$1.26K 0.26% 45
2015
Q3 		$1.24M Sell
26,702
-30
-0.1% -$1.4K 0.26% 50
2015
Q2 		$1.2M Sell
26,732
-1,310
-5% -$62.7K 0.23% 53
2015
Q1 		$1.42M Buy
28,042
+23,898
+577% +$1.22M 0.26% 51
2014
Q4 		$201K Sell
4,144
-140
-3% -$6.53K 0.04% 112
2014
Q3 		$181K Sell
4,284
-390
-8% -$17.2K 0.04% 116
2014
Q2 		$204K Sell
4,674
-660
-12% -$28.4K 0.04% 111
2014
Q1 		$219K Sell
5,334
-280
-5% -$11.1K 0.04% 107
2013
Q4 		$210K Sell
5,614
-1,180
-17% -$45.6K 0.05% 106
2013
Q3 		$261K Buy
6,794
+220
+3% +$8.72K 0.05% 101
2013
Q2 		$265K Buy
+6,574
New +$280K 0.06% 92

Other funds holding ICF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return

Acropolis Investment Management's ICF Position: Q3 2024 in Review

Acropolis Investment Management sold out of iShares Select U.S. REIT ETF (ICF) in Q3 2024, closing a stake of 3,174 shares — an estimated $182K sold.

Acropolis Investment Management first reported a position in ICF in Q2 2013 and held it in 45 quarters. The position peaked at $1.57M in Q3 2019. 352 funds tracked by Wall St. Rank hold ICF as of Q3 2024.

  • Acropolis Investment Management reported no remaining iShares Select U.S. REIT ETF position as of Q3 2024 after selling out during the quarter.
  • Acropolis Investment Management sold 3,174 iShares Select U.S. REIT ETF shares in Q3 2024, an estimated $182K.
  • Acropolis Investment Management first reported a position in iShares Select U.S. REIT ETF in Q2 2013 and held it in 45 quarters.
  • Acropolis Investment Management's iShares Select U.S. REIT ETF position peaked at $1.57M in Q3 2019.
  • 352 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q3 2024.

Based on Acropolis Investment Management's 13F filing for Q3 2024, filed 31 Oct 2024.