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Capital Directions Investment Advisors’s iShares Select U.S. REIT ETF ICF Stock Holding History

Capital Directions Investment 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
2022
Q4 		$21.2K Buy
+387
New +$21.2K 0.01% 172
2022
Q3 		– Hold
0
– – – 164

Other funds holding ICF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

Capital Directions Investment Advisors's ICF Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in iShares Select U.S. REIT ETF (ICF) in Q4 2022: 387 shares worth $21.2K. The stake represents 0.01% of the portfolio and ranks #172 among its holdings.

359 funds tracked by Wall St. Rank hold ICF as of Q4 2022.

  • Capital Directions Investment Advisors held 387 shares of iShares Select U.S. REIT ETF worth $21.2K as of Q4 2022.
  • iShares Select U.S. REIT ETF was a new Capital Directions Investment Advisors position in Q4 2022.
  • iShares Select U.S. REIT ETF made up 0.01% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #172 holding.
  • 359 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.