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DOHJ LLC’s iShares Select U.S. REIT ETF ICF Stock Holding History

DOHJ LLC’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
Q3 		– Sell
-7,732
Closed -$430K – 86
2023
Q2 		$430K Buy
7,732
+29
+0.4% +$1.58K 0.18% 67
2023
Q1 		$428K Buy
7,703
+39
+0.5% +$2.22K 0.22% 68
2022
Q4 		$420K Sell
7,664
-10
-0.1% -$547 0.24% 66
2022
Q3 		$412K Buy
7,674
+3,258
+74% +$202K 0.28% 59
2022
Q2 		$268K Buy
4,416
+663
+18% +$43.6K 0.15% 73
2022
Q1 		$267K Sell
3,753
-174
-4% -$12K 0.13% 84
2021
Q4 		$299K Sell
3,927
-122
-3% -$8.62K 0.13% 90
2021
Q3 		$285K Sell
4,049
-119
-3% -$8.15K 0.14% 92
2021
Q2 		$272K Sell
4,168
-1,097
-21% -$68.9K 0.14% 90
2021
Q1 		$304K Sell
5,265
-24,625
-82% -$1.36M 0.18% 70
2020
Q4 		$1.65M Buy
29,890
+1,972
+7% +$104K 0.97% 32
2020
Q3 		$1.44M Buy
27,918
+718
+3% +$37.1K 0.9% 36
2020
Q2 		$1.43M Buy
27,200
+7,966
+41% +$392K 0.98% 35
2020
Q1 		$881K Buy
19,234
+3,330
+21% +$186K 0.86% 38
2019
Q4 		$930K Buy
+15,904
New +$935K 0.82% 39

Other funds holding ICF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

DOHJ LLC's ICF Position: Q3 2023 in Review

DOHJ LLC sold out of iShares Select U.S. REIT ETF (ICF) in Q3 2023, closing a stake of 7,732 shares — an estimated $430K sold.

DOHJ LLC first reported a position in ICF in Q4 2019 and held it in 15 quarters. The position peaked at $1.65M in Q4 2020. 321 funds tracked by Wall St. Rank hold ICF as of Q3 2023.

  • DOHJ LLC reported no remaining iShares Select U.S. REIT ETF position as of Q3 2023 after selling out during the quarter.
  • DOHJ LLC sold 7,732 iShares Select U.S. REIT ETF shares in Q3 2023, an estimated $430K.
  • DOHJ LLC first reported a position in iShares Select U.S. REIT ETF in Q4 2019 and held it in 15 quarters.
  • DOHJ LLC's iShares Select U.S. REIT ETF position peaked at $1.65M in Q4 2020.
  • 321 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q3 2023.

Based on DOHJ LLC's 13F filing for Q3 2023, filed 19 Oct 2023.