C2C Wealth Management’s iShares Select U.S. REIT ETF ICF Stock Holding History

C2C Wealth Management’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
2023 Q4	–	Sell	-10,500	Closed	-$515K	–	152
2023 Q3	$515K	Hold	10,500	–	–	0.07%	143
2023 Q2	$595K	Hold	10,500	–	–	0.08%	132
2023 Q1	$581K	Hold	10,500	–	–	0.09%	130
2022 Q4	$606K	Hold	10,500	–	–	0.11%	89
2022 Q3	$581K	Hold	10,500	–	–	0.11%	92
2022 Q2	$649K	Hold	10,500	–	–	0.12%	88
2022 Q1	$771K	Sell	10,500 -2,600	-20%	-$179K	0.13%	89
2021 Q4	$997K	Buy	+13,100	New	+$926K	0.14%	80

Other funds holding ICF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

CFB

Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

C2C Wealth Management's ICF Position: Q4 2023 in Review

C2C Wealth Management sold out of iShares Select U.S. REIT ETF (ICF) in Q4 2023, closing a stake of 10,500 shares — an estimated $515K sold.

C2C Wealth Management first reported a position in ICF in Q4 2021 and held it in 8 quarters. The position peaked at $997K in Q4 2021. 342 funds tracked by Wall St. Rank hold ICF as of Q4 2023.

C2C Wealth Management reported no remaining iShares Select U.S. REIT ETF position as of Q4 2023 after selling out during the quarter.
C2C Wealth Management sold 10,500 iShares Select U.S. REIT ETF shares in Q4 2023, an estimated $515K.
C2C Wealth Management first reported a position in iShares Select U.S. REIT ETF in Q4 2021 and held it in 8 quarters.
C2C Wealth Management's iShares Select U.S. REIT ETF position peaked at $997K in Q4 2021.
342 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q4 2023.

Based on C2C Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.