Family Management’s iShares Select U.S. REIT ETF ICF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
– Sell
-1,040
Closed -$57.8K – 167
2023
Q1
$57.8K Sell
1,040
-31,813
-97% -$1.81M 0.01% 134
2022
Q4
$1.8M Buy
+32,853
New +$1.8M 0.44% 53

Other funds holding ICF

Family Management's ICF Position: Q2 2023 in Review

Family Management sold out of iShares Select U.S. REIT ETF (ICF) in Q2 2023, closing a stake of 1,040 shares — an estimated $57.8K sold.

Family Management first reported a position in ICF in Q4 2022 and held it in 2 quarters. The position peaked at $1.8M in Q4 2022. 335 funds tracked by Wall St. Rank hold ICF as of Q2 2023.

  • Family Management reported no remaining iShares Select U.S. REIT ETF position as of Q2 2023 after selling out during the quarter.
  • Family Management sold 1,040 iShares Select U.S. REIT ETF shares in Q2 2023, an estimated $57.8K.
  • Family Management first reported a position in iShares Select U.S. REIT ETF in Q4 2022 and held it in 2 quarters.
  • Family Management's iShares Select U.S. REIT ETF position peaked at $1.8M in Q4 2022.
  • 335 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2023.

Based on Family Management's 13F filing for Q2 2023, filed 14 Aug 2023.