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Axim Planning & Wealth’s iShares Select U.S. REIT ETF ICF Stock Holding History

Axim Planning & Wealth’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
Q4 		– Sell
-54
Closed -$3K – 91
2022
Q3 		$3K Hold
54
– – ﹤0.01% 145
2022
Q2 		$3K Buy
+54
New +$3.55K ﹤0.01% 117

Other funds holding ICF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

Axim Planning & Wealth's ICF Position: Q4 2022 in Review

Axim Planning & Wealth sold out of iShares Select U.S. REIT ETF (ICF) in Q4 2022, closing a stake of 54 shares — an estimated $3K sold.

Axim Planning & Wealth first reported a position in ICF in Q2 2022 and held it in 2 quarters. The position peaked at $3K in Q3 2022. 359 funds tracked by Wall St. Rank hold ICF as of Q4 2022.

  • Axim Planning & Wealth reported no remaining iShares Select U.S. REIT ETF position as of Q4 2022 after selling out during the quarter.
  • Axim Planning & Wealth sold 54 iShares Select U.S. REIT ETF shares in Q4 2022, an estimated $3K.
  • Axim Planning & Wealth first reported a position in iShares Select U.S. REIT ETF in Q2 2022 and held it in 2 quarters.
  • Axim Planning & Wealth's iShares Select U.S. REIT ETF position peaked at $3K in Q3 2022.
  • 359 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q4 2022.

Based on Axim Planning & Wealth's 13F filing for Q4 2022, filed 8 Feb 2023.