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

Freedom 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
2020
Q1 		– Sell
-6,344
Closed -$371K – 691
2019
Q4 		$371K Buy
+6,344
New +$373K 0.03% 423
2018
Q1 		– Sell
-57,730
Closed -$2.92M – 1157
2017
Q4 		$2.92M Buy
57,730
+4,578
+9% +$233K 0.15% 93
2017
Q3 		$2.67M Buy
53,152
+2,810
+6% +$142K 0.15% 89
2017
Q2 		$2.54M Sell
50,342
-904
-2% -$45.6K 0.14% 82
2017
Q1 		$2.56M Buy
51,246
+5,054
+11% +$253K 0.15% 89
2016
Q4 		$2.3M Sell
46,192
-258
-0.6% -$12.7K 0.14% 75
2016
Q3 		$2.44M Buy
46,450
+106
+0.2% +$5.73K 0.16% 75
2016
Q2 		$2.51M Buy
46,344
+14,134
+44% +$726K 0.17% 63
2016
Q1 		$1.66M Sell
32,210
-392
-1% -$18.9K 0.12% 109
2015
Q4 		$1.62M Buy
32,602
+18,748
+135% +$911K 0.12% 113
2015
Q3 		$240K Sell
13,854
-21,684
-61% -$1.01M 0.02% 550
2015
Q2 		$1.59M Sell
35,538
-1,520
-4% -$72.8K 0.16% 90
2015
Q1 		$1.87M Buy
37,058
+6,484
+21% +$331K 0.21% 68
2014
Q4 		$1.48M Buy
30,574
+746
+3% +$34.8K 0.19% 78
2014
Q3 		$1.26M Buy
29,828
+1,734
+6% +$76.6K 0.22% 77
2014
Q2 		$1.23M Buy
28,094
+1,332
+5% +$57.3K 0.21% 74
2014
Q1 		$1.1M Buy
26,762
+2,248
+9% +$89.4K 0.24% 63
2013
Q4 		$916K Sell
24,514
-906
-4% -$35K 0.23% 72
2013
Q3 		$977K Buy
25,420
+1,486
+6% +$58.9K 0.28% 59
2013
Q2 		$965K Buy
+23,934
New +$1.02M 0.33% 53

Other funds holding ICF

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Freedom Investment Management's ICF Position: Q1 2020 in Review

Freedom Investment Management sold out of iShares Select U.S. REIT ETF (ICF) in Q1 2020, closing a stake of 6,344 shares — an estimated $371K sold.

Freedom Investment Management first reported a position in ICF in Q2 2013 and held it in 20 quarters. The position peaked at $2.92M in Q4 2017. 313 funds tracked by Wall St. Rank hold ICF as of Q1 2020.

  • Freedom Investment Management reported no remaining iShares Select U.S. REIT ETF position as of Q1 2020 after selling out during the quarter.
  • Freedom Investment Management sold 6,344 iShares Select U.S. REIT ETF shares in Q1 2020, an estimated $371K.
  • Freedom Investment Management first reported a position in iShares Select U.S. REIT ETF in Q2 2013 and held it in 20 quarters.
  • Freedom Investment Management's iShares Select U.S. REIT ETF position peaked at $2.92M in Q4 2017.
  • 313 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q1 2020.

Based on Freedom Investment Management's 13F filing for Q1 2020, filed 12 May 2020.