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Buckingham Strategic Wealth’s iShares Select U.S. REIT ETF ICF Stock Holding History

Buckingham Strategic 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
2024
Q2 		$1.54M Sell
26,882
-1,362
-5% -$75.5K 0.02% 268
2024
Q1 		$1.63M Sell
28,244
-2,151
-7% -$123K 0.02% 266
2023
Q4 		$1.79M Buy
30,395
+21,363
+237% +$1.13M 0.02% 250
2023
Q3 		$453K Buy
9,032
+24
+0.3% +$1.31K 0.01% 439
2023
Q2 		$501K Buy
9,008
+108
+1% +$5.88K 0.01% 423
2023
Q1 		$488K Hold
8,900
– – 0.01% 382
2022
Q4 		$488K Sell
8,900
-731
-8% -$40K 0.01% 384
2022
Q3 		$517K Buy
9,631
+803
+9% +$49.9K 0.01% 363
2022
Q2 		$536K Sell
8,828
-797
-8% -$52.4K 0.01% 363
2022
Q1 		$683K Sell
9,625
-52
-0.5% -$3.58K 0.01% 313
2021
Q4 		$736K Sell
9,677
-152
-2% -$10.7K 0.01% 298
2021
Q3 		$643K Sell
9,829
-139
-1% -$9.52K 0.01% 313
2021
Q2 		$651K Hold
9,968
– – 0.02% 305
2021
Q1 		$576K Sell
9,968
-572
-5% -$31.5K 0.03% 303
2020
Q4 		$568K Sell
10,540
-400
-4% -$21.2K 0.03% 295
2020
Q3 		$558K Buy
10,940
+2
+0% +$103 0.04% 246
2020
Q2 		$552K Buy
10,938
+942
+9% +$46.4K 0.05% 207
2020
Q1 		$458K Sell
9,996
-96
-1% -$5.37K 0.04% 263
2019
Q4 		$590K Sell
10,092
-820
-8% -$48.2K 0.06% 217
2019
Q3 		$655K Sell
10,912
-2,828
-21% -$165K 0.07% 195
2019
Q2 		$774K Sell
13,740
-452
-3% -$25.4K 0.08% 177
2019
Q1 		$789K Sell
14,192
-90
-0.6% -$4.74K 0.1% 164
2018
Q4 		$683K Sell
14,282
-1,592
-10% -$79.4K 0.1% 155
2018
Q3 		$794K Sell
15,874
-174
-1% -$8.82K 0.12% 137
2018
Q2 		$801K Sell
16,048
-1,200
-7% -$57K 0.13% 135
2018
Q1 		$805K Buy
17,248
+9,440
+121% +$443K 0.16% 127
2017
Q4 		$396K Sell
7,808
-274
-3% -$13.9K 0.08% 195
2017
Q3 		$407K Buy
8,082
+4
+0% +$203 0.1% 179
2017
Q2 		$408K Buy
+8,078
New +$408K 0.1% 178
2016
Q3 		– Sell
-4,744
Closed -$257K – 237
2016
Q2 		$257K Hold
4,744
– – 0.09% 176
2016
Q1 		$245K Sell
4,744
-522
-10% -$25.2K 0.08% 182
2015
Q4 		$261K Sell
5,266
-1,436
-21% -$69.8K 0.09% 157
2015
Q3 		$310K Buy
6,702
+4
+0.1% +$186 0.11% 137
2015
Q2 		$300K Sell
6,698
-56
-0.8% -$2.68K 0.1% 153
2015
Q1 		$341K Sell
6,754
-196
-3% -$9.99K 0.13% 130
2014
Q4 		$337K Buy
6,950
+1,586
+30% +$74K 0.13% 121
2014
Q3 		$227K Buy
5,364
+448
+9% +$19.8K 0.09% 151
2014
Q2 		$215K Buy
+4,916
New +$212K 0.09% 156

Other funds holding ICF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Buckingham Strategic Wealth's ICF Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its iShares Select U.S. REIT ETF (ICF) stake by 4.8% in Q2 2024, selling an estimated $75.5K and leaving 26,882 shares worth $1.54M. The position accounts for 0.02% of the portfolio, ranked #268.

Buckingham Strategic Wealth first reported a position in ICF in Q2 2014 and has held it in 38 quarters since. The position peaked at $1.79M in Q4 2023. 331 funds tracked by Wall St. Rank hold ICF as of Q2 2024.

  • Buckingham Strategic Wealth held 26,882 shares of iShares Select U.S. REIT ETF worth $1.54M as of Q2 2024.
  • Buckingham Strategic Wealth sold 1,362 iShares Select U.S. REIT ETF shares in Q2 2024, an estimated $75.5K.
  • iShares Select U.S. REIT ETF made up 0.02% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #268 holding.
  • Buckingham Strategic Wealth first reported a position in iShares Select U.S. REIT ETF in Q2 2014 and has held it in 38 quarters since.
  • Buckingham Strategic Wealth's iShares Select U.S. REIT ETF position peaked at $1.79M in Q4 2023.
  • 331 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.