FIS
ICF icon

Fischer Investment Strategies’s iShares Select U.S. REIT ETF ICF Stock Holding History

Fischer Investment Strategies’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
2023
Q3 		– Sell
-4,900
Closed -$272K – 31
2023
Q2 		$272K Buy
+4,900
New +$267K 0.25% 28

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
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Fischer Investment Strategies's ICF Position: Q3 2023 in Review

Fischer Investment Strategies sold out of iShares Select U.S. REIT ETF (ICF) in Q3 2023, closing a stake of 4,900 shares — an estimated $272K sold.

Fischer Investment Strategies first reported a position in ICF in Q2 2023 and held it in 1 quarter. The position peaked at $272K in Q2 2023. 321 funds tracked by Wall St. Rank hold ICF as of Q3 2023.

  • Fischer Investment Strategies reported no remaining iShares Select U.S. REIT ETF position as of Q3 2023 after selling out during the quarter.
  • Fischer Investment Strategies sold 4,900 iShares Select U.S. REIT ETF shares in Q3 2023, an estimated $272K.
  • Fischer Investment Strategies first reported a position in iShares Select U.S. REIT ETF in Q2 2023 and held it in 1 quarter.
  • Fischer Investment Strategies's iShares Select U.S. REIT ETF position peaked at $272K in Q2 2023.
  • 321 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q3 2023.

Based on Fischer Investment Strategies's 13F filing for Q3 2023, filed 9 Nov 2023.