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

Fernwood Investment Management’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
2024
Q2 		– Sell
-1,624
Closed -$93.7K – 410
2024
Q1 		$93.7K Buy
+1,624
New +$92.6K 0.03% 272

Other funds holding ICF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Fernwood Investment Management's ICF Position: Q2 2024 in Review

Fernwood Investment Management sold out of iShares Select U.S. REIT ETF (ICF) in Q2 2024, closing a stake of 1,624 shares — an estimated $93.7K sold.

Fernwood Investment Management first reported a position in ICF in Q1 2024 and held it in 1 quarter. The position peaked at $93.7K in Q1 2024. 331 funds tracked by Wall St. Rank hold ICF as of Q2 2024.

  • Fernwood Investment Management reported no remaining iShares Select U.S. REIT ETF position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 1,624 iShares Select U.S. REIT ETF shares in Q2 2024, an estimated $93.7K.
  • Fernwood Investment Management first reported a position in iShares Select U.S. REIT ETF in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's iShares Select U.S. REIT ETF position peaked at $93.7K in Q1 2024.
  • 331 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.