American Portfolios Advisors’s iShares Select U.S. REIT ETF ICF Stock Holding History

American Portfolios 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
2022 Q3	$99.6K	Buy	1,857 +1	+0.1%	+$62	﹤0.01%	1367
2022 Q2	$113K	Hold	1,856	–	–	﹤0.01%	1335
2022 Q1	$132K	Buy	1,856 +34	+2%	+$2.34K	﹤0.01%	1375
2021 Q4	$139K	Buy	1,822 +150	+9%	+$10.6K	﹤0.01%	1351
2021 Q3	$109K	Sell	1,672 -190	-10%	-$13K	﹤0.01%	1413
2021 Q2	$122K	Hold	1,862	–	–	﹤0.01%	1333
2021 Q1	$108K	Hold	1,862	–	–	﹤0.01%	1288
2020 Q4	$100K	Hold	1,862	–	–	0.01%	1159
2020 Q3	$95K	Sell	1,862 -192	-9%	-$9.93K	0.01%	1077
2020 Q2	$104K	Sell	2,054 -40	-2%	-$1.97K	0.01%	986
2020 Q1	$95.9K	Hold	2,094	–	–	0.01%	905
2019 Q4	$122K	Buy	2,094 +300	+17%	+$17.6K	0.01%	951
2019 Q3	$108K	Hold	1,794	–	–	0.01%	969
2019 Q2	$101K	Sell	1,794 -60	-3%	-$3.37K	0.01%	976
2019 Q1	$103K	Hold	1,854	–	–	0.01%	879
2018 Q4	$88.7K	Buy	1,854 +198	+12%	+$9.87K	0.01%	769
2018 Q3	$82.9K	Sell	1,656 -836	-34%	-$42.4K	0.01%	914
2018 Q2	$124K	Hold	2,492	–	–	0.02%	725
2018 Q1	$116K	Hold	2,492	–	–	0.02%	694
2017 Q4	$126K	Buy	+2,492	New	+$127K	0.02%	656

Other funds holding ICF

BlackRock New York $6.73T AUM 46.02% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

CFB

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

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

American Portfolios Advisors's ICF Position: Q3 2022 in Review

American Portfolios Advisors increased its iShares Select U.S. REIT ETF (ICF) stake by 0.05% in Q3 2022, buying an estimated $62 and bringing the position to 1,857 shares worth $99.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1367.

American Portfolios Advisors first reported a position in ICF in Q4 2017 and has held it in 20 quarters since. The position peaked at $139K in Q4 2021. 351 funds tracked by Wall St. Rank hold ICF as of Q3 2022.

American Portfolios Advisors held 1,857 shares of iShares Select U.S. REIT ETF worth $99.6K as of Q3 2022.
American Portfolios Advisors bought 1 iShares Select U.S. REIT ETF share in Q3 2022, an estimated $62.
iShares Select U.S. REIT ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1367 holding.
American Portfolios Advisors first reported a position in iShares Select U.S. REIT ETF in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's iShares Select U.S. REIT ETF position peaked at $139K in Q4 2021.
351 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.