DAS
ICF icon

Dynamic Advisor Solutions’s iShares Select U.S. REIT ETF ICF Stock Holding History

Dynamic Advisor Solutions’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
Q3 		– Sell
-3,683
Closed -$224K – 715
2022
Q2 		$224K Buy
+3,683
New +$242K 0.02% 618
2022
Q1 		– Sell
-6,171
Closed -$470K – 750
2021
Q4 		$470K Buy
6,171
+447
+8% +$31.6K 0.03% 446
2021
Q3 		$374K Buy
5,724
+2,049
+56% +$140K 0.03% 509
2021
Q2 		$240K Buy
+3,675
New +$231K 0.02% 616

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
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
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 $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

Dynamic Advisor Solutions's ICF Position: Q3 2022 in Review

Dynamic Advisor Solutions sold out of iShares Select U.S. REIT ETF (ICF) in Q3 2022, closing a stake of 3,683 shares — an estimated $224K sold.

Dynamic Advisor Solutions first reported a position in ICF in Q2 2021 and held it in 4 quarters. The position peaked at $470K in Q4 2021. 351 funds tracked by Wall St. Rank hold ICF as of Q3 2022.

  • Dynamic Advisor Solutions reported no remaining iShares Select U.S. REIT ETF position as of Q3 2022 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 3,683 iShares Select U.S. REIT ETF shares in Q3 2022, an estimated $224K.
  • Dynamic Advisor Solutions first reported a position in iShares Select U.S. REIT ETF in Q2 2021 and held it in 4 quarters.
  • Dynamic Advisor Solutions's iShares Select U.S. REIT ETF position peaked at $470K in Q4 2021.
  • 351 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q3 2022.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2022, filed 20 Oct 2022.