BBJS Financial Advisors’s iShares Select U.S. REIT ETF ICF Stock Holding History

BBJS Financial 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
2024 Q3	$28.3K	Hold	430	–	–	0.01%	89
2024 Q2	$24.6K	Hold	430	–	–	0.01%	91
2024 Q1	$24.8K	Hold	430	–	–	0.01%	80
2023 Q4	$25.3K	Hold	430	–	–	0.01%	78
2023 Q3	$21.6K	Hold	430	–	–	0.01%	85
2023 Q2	$23.9K	Hold	430	–	–	0.01%	78
2023 Q1	$23.9K	Hold	430	–	–	0.01%	76
2022 Q4	$23.6K	Buy	+430	New	+$23.5K	0.01%	84

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

BBJS Financial Advisors's ICF Position: Q3 2024 in Review

BBJS Financial Advisors held its iShares Select U.S. REIT ETF (ICF) position steady in Q3 2024 at 430 shares worth $28.3K. The position accounts for 0.01% of the portfolio, ranked #89.

BBJS Financial Advisors first reported a position in ICF in Q4 2022 and has held it in 8 quarters since. 352 funds tracked by Wall St. Rank hold ICF as of Q3 2024.

BBJS Financial Advisors held 430 shares of iShares Select U.S. REIT ETF worth $28.3K as of Q3 2024.
BBJS Financial Advisors 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 BBJS Financial Advisors's portfolio in Q3 2024, its #89 holding.
BBJS Financial Advisors first reported a position in iShares Select U.S. REIT ETF in Q4 2022 and has held it in 8 quarters since.
352 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q3 2024.

Based on BBJS Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.