Altus Wealth Group’s iShares Select U.S. REIT ETF ICF Stock Holding History

Altus Wealth Group’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
2021 Q2	–	Sell	-1,904	Closed	-$118K	–	132
2021 Q1	$118K	Sell	1,904 -18	-0.9%	-$992	0.12%	111
2020 Q4	$104K	Buy	+1,922	New	+$102K	0.1%	132

Other funds holding ICF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Altus Wealth Group's ICF Position: Q2 2021 in Review

Altus Wealth Group sold out of iShares Select U.S. REIT ETF (ICF) in Q2 2021, closing a stake of 1,904 shares — an estimated $118K sold.

Altus Wealth Group first reported a position in ICF in Q4 2020 and held it in 2 quarters. The position peaked at $118K in Q1 2021. 345 funds tracked by Wall St. Rank hold ICF as of Q2 2021.

Altus Wealth Group reported no remaining iShares Select U.S. REIT ETF position as of Q2 2021 after selling out during the quarter.
Altus Wealth Group sold 1,904 iShares Select U.S. REIT ETF shares in Q2 2021, an estimated $118K.
Altus Wealth Group first reported a position in iShares Select U.S. REIT ETF in Q4 2020 and held it in 2 quarters.
Altus Wealth Group's iShares Select U.S. REIT ETF position peaked at $118K in Q1 2021.
345 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2021.

Based on Altus Wealth Group's 13F filing for Q2 2021, filed 12 Aug 2021.