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Dowling & Yahnke’s iShares Select U.S. REIT ETF ICF Stock Holding History

Dowling & Yahnke’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
2020
Q1 		– Sell
-20
Closed -$1K – 327
2019
Q4 		$1K Buy
+20
New +$1.18K ﹤0.01% 374

Other funds holding ICF

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Dowling & Yahnke's ICF Position: Q1 2020 in Review

Dowling & Yahnke sold out of iShares Select U.S. REIT ETF (ICF) in Q1 2020, closing a stake of 20 shares — an estimated $1K sold.

Dowling & Yahnke first reported a position in ICF in Q4 2019 and held it in 1 quarter. The position peaked at $1K in Q4 2019. 313 funds tracked by Wall St. Rank hold ICF as of Q1 2020.

  • Dowling & Yahnke reported no remaining iShares Select U.S. REIT ETF position as of Q1 2020 after selling out during the quarter.
  • Dowling & Yahnke sold 20 iShares Select U.S. REIT ETF shares in Q1 2020, an estimated $1K.
  • Dowling & Yahnke first reported a position in iShares Select U.S. REIT ETF in Q4 2019 and held it in 1 quarter.
  • Dowling & Yahnke's iShares Select U.S. REIT ETF position peaked at $1K in Q4 2019.
  • 313 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q1 2020.

Based on Dowling & Yahnke's 13F filing for Q1 2020, filed 15 May 2020.