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.