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B. Riley Wealth Advisors’s iShares Select U.S. REIT ETF ICF Stock Holding History

B. Riley Wealth 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 		– Sell
-5,758
Closed -$350K – 1483
2022
Q2 		$350K Buy
5,758
+13
+0.2% +$854 0.01% 803
2022
Q1 		$408K Buy
5,745
+196
+4% +$13.5K 0.01% 860
2021
Q4 		$423K Buy
5,549
+595
+12% +$42.1K 0.01% 908
2021
Q3 		$325K Buy
4,954
+6
+0.1% +$411 0.01% 996
2021
Q2 		$324K Buy
4,948
+453
+10% +$28.5K 0.01% 981
2021
Q1 		$260K Buy
4,495
+160
+4% +$8.82K 0.01% 1070
2020
Q4 		$234K Buy
4,335
+219
+5% +$11.6K 0.01% 872
2020
Q3 		$210K Sell
4,116
-892
-18% -$46.2K 0.01% 826
2020
Q2 		$253K Sell
5,008
-1,250
-20% -$61.5K 0.02% 685
2020
Q1 		$287K Buy
6,258
+912
+17% +$51.1K 0.02% 552
2019
Q4 		$313K Buy
5,346
+218
+4% +$12.8K 0.03% 580
2019
Q3 		$308K Sell
5,128
-148
-3% -$8.66K 0.03% 584
2019
Q2 		$298K Buy
5,276
+244
+5% +$13.7K 0.03% 567
2019
Q1 		$280K Sell
5,032
-978
-16% -$51.5K 0.04% 528
2018
Q4 		$288K Buy
6,010
+24
+0.4% +$1.2K 0.04% 454
2018
Q3 		$300K Sell
5,986
-176
-3% -$8.93K 0.04% 495
2018
Q2 		$308K Buy
6,162
+764
+14% +$36.3K 0.04% 454
2018
Q1 		$252K Buy
+5,398
New +$253K 0.04% 507
2017
Q2 		– Sell
-4,194
Closed -$210K – 540
2017
Q1 		$210K Buy
+4,194
New +$210K 0.04% 451
2015
Q4 		– Sell
-4,862
Closed -$226K – 593
2015
Q3 		$226K Sell
4,862
-1,286
-21% -$59.8K 0.05% 433
2015
Q2 		$276K Sell
6,148
-192
-3% -$9.2K 0.07% 356
2015
Q1 		$321K Hold
6,340
– – 0.08% 331
2014
Q4 		$307 Sell
6,340
-602
-9% -$28.1K 0.01% 1109
2014
Q3 		$293K Sell
6,942
-9,648
-58% -$426K 0.08% 368
2014
Q2 		$320K Buy
16,590
+6,756
+69% +$291K 0.08% 297
2014
Q1 		$404K Buy
9,834
+2,196
+29% +$87.4K 0.12% 189
2013
Q4 		$285K Buy
+7,638
New +$295K 0.09% 247

Other funds holding ICF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

B. Riley Wealth Advisors's ICF Position: Q3 2022 in Review

B. Riley Wealth Advisors sold out of iShares Select U.S. REIT ETF (ICF) in Q3 2022, closing a stake of 5,758 shares — an estimated $350K sold.

B. Riley Wealth Advisors first reported a position in ICF in Q4 2013 and held it in 27 quarters. The position peaked at $423K in Q4 2021. 351 funds tracked by Wall St. Rank hold ICF as of Q3 2022.

  • B. Riley Wealth Advisors reported no remaining iShares Select U.S. REIT ETF position as of Q3 2022 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 5,758 iShares Select U.S. REIT ETF shares in Q3 2022, an estimated $350K.
  • B. Riley Wealth Advisors first reported a position in iShares Select U.S. REIT ETF in Q4 2013 and held it in 27 quarters.
  • B. Riley Wealth Advisors's iShares Select U.S. REIT ETF position peaked at $423K in Q4 2021.
  • 351 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q3 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.