D'Orazio & Associates’s iShares Select U.S. REIT ETF ICF Stock Holding History

D'Orazio & Associates’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
2021 Q2	–	Sell	-108	Closed	-$6K	–	406
2021 Q1	$6K	Buy	+108	New	+$5.95K	﹤0.01%	319
2018 Q1	–	Sell	-200	Closed	-$10K	–	311
2017 Q4	$10K	Buy	+200	New	+$10.2K	﹤0.01%	222
2017 Q3	–	Sell	-200	Closed	-$10K	–	295
2017 Q2	$10K	Hold	200	–	–	﹤0.01%	233
2017 Q1	$10K	Hold	200	–	–	﹤0.01%	218
2016 Q4	$10K	Hold	200	–	–	﹤0.01%	205
2016 Q3	$10K	Hold	200	–	–	﹤0.01%	196
2016 Q2	$11K	Hold	200	–	–	﹤0.01%	199
2016 Q1	$10K	Buy	+200	New	+$9.64K	﹤0.01%	215

Other funds holding ICF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

CFB

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

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

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

D'Orazio & Associates's ICF Position: Q2 2021 in Review

D'Orazio & Associates sold out of iShares Select U.S. REIT ETF (ICF) in Q2 2021, closing a stake of 108 shares — an estimated $6K sold.

D'Orazio & Associates first reported a position in ICF in Q1 2016 and held it in 8 quarters. The position peaked at $11K in Q2 2016. 345 funds tracked by Wall St. Rank hold ICF as of Q2 2021.

D'Orazio & Associates reported no remaining iShares Select U.S. REIT ETF position as of Q2 2021 after selling out during the quarter.
D'Orazio & Associates sold 108 iShares Select U.S. REIT ETF shares in Q2 2021, an estimated $6K.
D'Orazio & Associates first reported a position in iShares Select U.S. REIT ETF in Q1 2016 and held it in 8 quarters.
D'Orazio & Associates's iShares Select U.S. REIT ETF position peaked at $11K in Q2 2016.
345 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2021.

Based on D'Orazio & Associates's 13F filing for Q2 2021, filed 4 Aug 2021.