Annapolis Financial Services’s iShares Select U.S. REIT ETF ICF Stock Holding History

Annapolis Financial Services’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	$17.7K	Hold	268	–	–	0.01%	230
2024 Q2	$15.4K	Hold	268	–	–	0.01%	246
2024 Q1	$15.5K	Hold	268	–	–	0.01%	239
2023 Q4	$15.7K	Hold	268	–	–	﹤0.01%	305
2023 Q3	$13.4K	Hold	268	–	–	﹤0.01%	310
2023 Q2	$14.9K	Hold	268	–	–	﹤0.01%	301
2023 Q1	$14.9K	Hold	268	–	–	﹤0.01%	274
2022 Q4	$14.7K	Hold	268	–	–	﹤0.01%	267
2022 Q3	$14K	Hold	268	–	–	0.01%	299
2022 Q2	$16K	Hold	268	–	–	0.01%	263
2022 Q1	$19K	Hold	268	–	–	0.01%	257
2021 Q4	$20K	Hold	268	–	–	0.01%	260
2021 Q3	$18K	Hold	268	–	–	0.01%	248
2021 Q2	$18K	Hold	268	–	–	0.01%	227
2021 Q1	$15K	Hold	268	–	–	0.01%	230
2020 Q4	$14K	Buy	+268	New	+$14.2K	0.01%	221

Other funds holding ICF

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

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

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

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

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

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

Annapolis Financial Services's ICF Position: Q3 2024 in Review

Annapolis Financial Services held its iShares Select U.S. REIT ETF (ICF) position steady in Q3 2024 at 268 shares worth $17.7K. The position accounts for 0.01% of the portfolio, ranked #230.

Annapolis Financial Services first reported a position in ICF in Q4 2020 and has held it in 16 quarters since. The position peaked at $20K in Q4 2021. 352 funds tracked by Wall St. Rank hold ICF as of Q3 2024.

Annapolis Financial Services held 268 shares of iShares Select U.S. REIT ETF worth $17.7K as of Q3 2024.
Annapolis Financial Services left its iShares Select U.S. REIT ETF share count unchanged in Q3 2024.
iShares Select U.S. REIT ETF made up 0.01% of Annapolis Financial Services's portfolio in Q3 2024, its #230 holding.
Annapolis Financial Services first reported a position in iShares Select U.S. REIT ETF in Q4 2020 and has held it in 16 quarters since.
Annapolis Financial Services's iShares Select U.S. REIT ETF position peaked at $20K in Q4 2021.
352 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.