Brown Miller Wealth Management’s iShares Select U.S. REIT ETF ICF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-5,719
Closed -$347K 115
2022
Q2
$347K Hold
5,719
0.24% 83
2022
Q1
$406K Buy
5,719
+12
+0.2% +$826 0.23% 75
2021
Q4
$434K Sell
5,707
-801
-12% -$56.6K 0.25% 75
2021
Q3
$425K Buy
+6,508
New +$446K 0.27% 80

Other funds holding ICF

Brown Miller Wealth Management's ICF Position: Q3 2022 in Review

Brown Miller Wealth Management sold out of iShares Select U.S. REIT ETF (ICF) in Q3 2022, closing a stake of 5,719 shares — an estimated $347K sold.

Brown Miller Wealth Management first reported a position in ICF in Q3 2021 and held it in 4 quarters. The position peaked at $434K in Q4 2021. 351 funds tracked by Wall St. Rank hold ICF as of Q3 2022.

  • Brown Miller Wealth Management reported no remaining iShares Select U.S. REIT ETF position as of Q3 2022 after selling out during the quarter.
  • Brown Miller Wealth Management sold 5,719 iShares Select U.S. REIT ETF shares in Q3 2022, an estimated $347K.
  • Brown Miller Wealth Management first reported a position in iShares Select U.S. REIT ETF in Q3 2021 and held it in 4 quarters.
  • Brown Miller Wealth Management's iShares Select U.S. REIT ETF position peaked at $434K in Q4 2021.
  • 351 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q3 2022.

Based on Brown Miller Wealth Management's 13F filing for Q3 2022, filed 11 Oct 2022.