Gradient Investments’s iShares Select U.S. REIT ETF ICF Stock Holding History

Gradient Investments’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 Q3	–	Sell	-36	Closed	-$2.06K	–	776
2024 Q2	$2.06K	Buy	36 +27	+300%	+$1.5K	﹤0.01%	979
2024 Q1	$519	Buy	9 +1	+13%	+$57	﹤0.01%	1009
2023 Q4	$470	Buy	+8	New	+$423	﹤0.01%	1608
2021 Q1	–	Sell	-535	Closed	-$55K	–	1201
2020 Q4	$55K	Sell	535 -535	-50%	-$28.3K	﹤0.01%	390
2020 Q3	$55K	Hold	1,070	–	–	﹤0.01%	393
2020 Q2	$54K	Hold	1,070	–	–	﹤0.01%	376
2020 Q1	$49K	Hold	1,070	–	–	﹤0.01%	351
2019 Q4	$63K	Hold	1,070	–	–	﹤0.01%	359
2019 Q3	$64K	Sell	1,070 -650	-38%	-$38K	﹤0.01%	347
2019 Q2	$97K	Buy	1,720 +650	+61%	+$36.5K	0.01%	311
2019 Q1	$59K	Hold	1,070	–	–	﹤0.01%	320
2018 Q4	$51K	Buy	1,070 +1,018	+1,958%	+$50.8K	﹤0.01%	338
2018 Q3	$2K	Sell	52 -1,018	-95%	-$51.6K	﹤0.01%	833
2018 Q2	$53K	Sell	1,070 -400	-27%	-$19K	﹤0.01%	327
2018 Q1	$69K	Hold	1,470	–	–	﹤0.01%	302
2017 Q4	$74K	Buy	+1,470	New	+$74.8K	﹤0.01%	308
2017 Q3	–	Sell	-1,070	Closed	-$54K	–	448
2017 Q2	$54K	Hold	1,070	–	–	﹤0.01%	304
2017 Q1	$53K	Hold	1,070	–	–	﹤0.01%	306
2016 Q4	$53K	Hold	1,070	–	–	﹤0.01%	261
2016 Q3	$56K	Hold	1,070	–	–	0.01%	256
2016 Q2	$58K	Hold	1,070	–	–	0.01%	248
2016 Q1	$55K	Hold	1,070	–	–	0.01%	243
2015 Q4	$53K	Hold	1,070	–	–	0.01%	247
2015 Q3	$50K	Hold	1,070	–	–	0.01%	236
2015 Q2	$48K	Hold	1,070	–	–	0.01%	252
2015 Q1	$54K	Hold	1,070	–	–	0.01%	239
2014 Q4	$52K	Hold	1,070	–	–	0.01%	231
2014 Q3	$45K	Hold	1,070	–	–	0.01%	222
2014 Q2	$47K	Hold	1,070	–	–	0.01%	225
2014 Q1	$44K	Hold	1,070	–	–	0.01%	211
2013 Q4	$40K	Hold	1,070	–	–	0.01%	242
2013 Q3	$41K	Hold	1,070	–	–	0.01%	186
2013 Q2	$43K	Buy	+1,070	New	+$45.5K	0.02%	186

Other funds holding ICF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return

Gradient Investments's ICF Position: Q3 2024 in Review

Gradient Investments sold out of iShares Select U.S. REIT ETF (ICF) in Q3 2024, closing a stake of 36 shares — an estimated $2.06K sold.

Gradient Investments first reported a position in ICF in Q2 2013 and held it in 33 quarters. The position peaked at $97K in Q2 2019. 352 funds tracked by Wall St. Rank hold ICF as of Q3 2024.

Gradient Investments reported no remaining iShares Select U.S. REIT ETF position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 36 iShares Select U.S. REIT ETF shares in Q3 2024, an estimated $2.06K.
Gradient Investments first reported a position in iShares Select U.S. REIT ETF in Q2 2013 and held it in 33 quarters.
Gradient Investments's iShares Select U.S. REIT ETF position peaked at $97K in Q2 2019.
352 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.