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Financial Insights’s iShares Select U.S. REIT ETF ICF Stock Holding History

Financial Insights’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
Q1 		– Sell
-5,727
Closed -$336K – 162
2023
Q4 		$336K Sell
5,727
-1,196
-17% -$63.2K 0.11% 125
2023
Q3 		$338K Sell
6,923
-2,125
-23% -$116K 0.12% 114
2023
Q2 		$503K Buy
9,048
+1,801
+25% +$98K 0.18% 96
2023
Q1 		$402K Sell
7,247
-134
-2% -$7.62K 0.16% 108
2022
Q4 		$405K Buy
7,381
+288
+4% +$15.7K 0.19% 94
2022
Q3 		$381K Buy
7,093
+298
+4% +$18.5K 0.26% 81
2022
Q2 		$413K Buy
6,795
+670
+11% +$44K 0.42% 49
2022
Q1 		$435K Buy
6,125
+2
+0% +$138 0.4% 47
2021
Q4 		$466K Sell
6,123
-25
-0.4% -$1.77K 0.4% 44
2021
Q3 		$402K Buy
6,148
+3
+0% +$205 0.37% 49
2021
Q2 		$4.02M Sell
6,145
-220
-3% -$13.8K 0.33% 49
2021
Q1 		$368K Sell
6,365
-792
-11% -$43.6K 0.27% 52
2020
Q4 		$386K Sell
7,157
-1,403
-16% -$74.3K 0.3% 48
2020
Q3 		$437K Buy
8,560
+930
+12% +$48.1K 0.37% 43
2020
Q2 		$418 Sell
7,630
-630
-8% -$31K 0.37% 42
2020
Q1 		$378K Sell
8,260
-270
-3% -$15.1K 0.4% 40
2019
Q4 		$499K Buy
8,530
+1,796
+27% +$106K 0.44% 35
2019
Q3 		$404K Buy
6,734
+486
+8% +$28.4K 0.39% 36
2019
Q2 		$365K Buy
+6,248
New +$351K 0.37% 37

Other funds holding ICF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
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
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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Financial Insights's ICF Position: Q1 2024 in Review

Financial Insights sold out of iShares Select U.S. REIT ETF (ICF) in Q1 2024, closing a stake of 5,727 shares — an estimated $336K sold.

Financial Insights first reported a position in ICF in Q2 2019 and held it in 19 quarters. The position peaked at $4.02M in Q2 2021. 336 funds tracked by Wall St. Rank hold ICF as of Q1 2024.

  • Financial Insights reported no remaining iShares Select U.S. REIT ETF position as of Q1 2024 after selling out during the quarter.
  • Financial Insights sold 5,727 iShares Select U.S. REIT ETF shares in Q1 2024, an estimated $336K.
  • Financial Insights first reported a position in iShares Select U.S. REIT ETF in Q2 2019 and held it in 19 quarters.
  • Financial Insights's iShares Select U.S. REIT ETF position peaked at $4.02M in Q2 2021.
  • 336 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q1 2024.

Based on Financial Insights's 13F filing for Q1 2024, filed 25 Apr 2024.