FundX Investment Group’s iShares Select U.S. REIT ETF ICF Stock Holding History

FundX Investment Group’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
2021 Q4	$1.56M	Buy	+20,520	New	+$1.45M	0.38%	26
2019 Q3	–	Sell	-94,114	Closed	-$5.3M	–	46
2019 Q2	$5.3M	Sell	94,114 -8,176	-8%	-$459K	2.19%	11
2019 Q1	$5.69M	Buy	102,290 +74,632	+270%	+$3.93M	1.93%	16
2018 Q4	$1.32M	Buy	+27,658	New	+$1.38M	0.49%	29
2016 Q4	–	Sell	-123,076	Closed	-$6.46M	–	46
2016 Q3	$6.46M	Buy	+123,076	New	+$6.66M	1.65%	19
2015 Q2	–	Sell	-92,692	Closed	-$4.69M	–	20
2015 Q1	$4.69M	Buy	+92,692	New	+$4.73M	1.45%	14

Other funds holding ICF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

FundX Investment Group's ICF Position: Q4 2021 in Review

FundX Investment Group opened a new position in iShares Select U.S. REIT ETF (ICF) in Q4 2021: 20,520 shares worth $1.56M. The stake represents 0.38% of the portfolio and ranks #26 among its holdings. This is a return to the name: FundX Investment Group previously reported a position in ICF as recently as Q2 2019.

FundX Investment Group first reported a position in ICF in Q1 2015 and has held it in 6 quarters since. The position peaked at $6.46M in Q3 2016. 416 funds tracked by Wall St. Rank hold ICF as of Q4 2021.

FundX Investment Group held 20,520 shares of iShares Select U.S. REIT ETF worth $1.56M as of Q4 2021.
iShares Select U.S. REIT ETF was a new FundX Investment Group position in Q4 2021.
iShares Select U.S. REIT ETF made up 0.38% of FundX Investment Group's portfolio in Q4 2021, its #26 holding.
FundX Investment Group first reported a position in iShares Select U.S. REIT ETF in Q1 2015 and has held it in 6 quarters since.
FundX Investment Group's iShares Select U.S. REIT ETF position peaked at $6.46M in Q3 2016.
416 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q4 2021.

Based on FundX Investment Group's 13F filing for Q4 2021, filed 26 Jan 2022.