Baron Financial Group’s iShares Select U.S. REIT ETF ICF Stock Holding History

Baron Financial 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
2022 Q3	–	Sell	-832	Closed	-$50.6K	–	117
2022 Q2	$50.6K	Hold	832	–	–	0.03%	84
2022 Q1	$59.1K	Sell	832 -150	-15%	-$10.3K	0.03%	82
2021 Q4	$74.7K	Hold	982	–	–	0.04%	75
2021 Q3	$64.2K	Sell	982 -350	-26%	-$24K	0.04%	80
2021 Q2	$87K	Hold	1,332	–	–	0.05%	73
2021 Q1	$77K	Hold	1,332	–	–	0.05%	76
2020 Q4	$71.8K	Hold	1,332	–	–	0.06%	71
2020 Q3	$67.9K	Buy	+1,332	New	+$68.9K	0.06%	71

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Baron Financial Group's ICF Position: Q3 2022 in Review

Baron Financial Group sold out of iShares Select U.S. REIT ETF (ICF) in Q3 2022, closing a stake of 832 shares — an estimated $50.6K sold.

Baron Financial Group first reported a position in ICF in Q3 2020 and held it in 8 quarters. The position peaked at $87K in Q2 2021. 351 funds tracked by Wall St. Rank hold ICF as of Q3 2022.

Baron Financial Group reported no remaining iShares Select U.S. REIT ETF position as of Q3 2022 after selling out during the quarter.
Baron Financial Group sold 832 iShares Select U.S. REIT ETF shares in Q3 2022, an estimated $50.6K.
Baron Financial Group first reported a position in iShares Select U.S. REIT ETF in Q3 2020 and held it in 8 quarters.
Baron Financial Group's iShares Select U.S. REIT ETF position peaked at $87K in Q2 2021.
351 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q3 2022.

Based on Baron Financial Group's 13F filing for Q3 2022, filed 3 Nov 2022.