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

GYL Financial Synergies’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 		$7.29M Sell
110,614
-301
-0.3% -$18.8K 0.55% 44
2024
Q2 		$6.35M Sell
110,915
-36,933
-25% -$2.05M 0.49% 52
2024
Q1 		$8.53M Sell
147,848
-130,178
-47% -$7.43M 0.67% 38
2023
Q4 		$16.3M Buy
278,026
+259,240
+1,380% +$13.7M 1.35% 12
2023
Q3 		$942K Hold
18,786
– – 0.09% 178
2023
Q2 		$1.04M Buy
18,786
+243
+1% +$13.2K 0.1% 175
2023
Q1 		$1.03M Hold
18,543
– – 0.12% 125
2022
Q4 		$1.02M Buy
18,543
+610
+3% +$33.4K 0.22% 72
2022
Q3 		$962K Buy
17,933
+6,108
+52% +$380K 0.26% 58
2022
Q2 		$719K Buy
11,825
+1,692
+17% +$111K 0.2% 70
2022
Q1 		$720K Buy
10,133
+268
+3% +$18.5K 0.17% 76
2021
Q4 		$751K Buy
9,865
+383
+4% +$27.1K 0.2% 79
2021
Q3 		$620K Hold
9,482
– – 0.32% 79
2021
Q2 		$620K Sell
9,482
-280
-3% -$17.6K 0.32% 74
2021
Q1 		$564K Hold
9,762
– – 0.31% 78
2020
Q4 		$526K Sell
9,762
-890
-8% -$47.1K 0.3% 83
2020
Q3 		$543K Sell
10,652
-220
-2% -$11.4K 0.36% 68
2020
Q2 		$548K Buy
10,872
+1,820
+20% +$89.6K 0.4% 63
2020
Q1 		$414K Buy
9,052
+380
+4% +$21.3K 0.26% 73
2019
Q4 		$507K Buy
8,672
+130
+2% +$7.64K 0.22% 78
2019
Q3 		$513K Sell
8,542
-414
-5% -$24.2K 0.26% 75
2019
Q2 		$504K Sell
8,956
-900
-9% -$50.5K 0.27% 68
2019
Q1 		$548K Sell
9,856
-182
-2% -$9.58K 0.31% 60
2018
Q4 		$480K Buy
+10,038
New +$501K 0.35% 57

Other funds holding ICF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Cetera Investment Advisers
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

GYL Financial Synergies's ICF Position: Q3 2024 in Review

GYL Financial Synergies reduced its iShares Select U.S. REIT ETF (ICF) stake by 0.27% in Q3 2024, selling an estimated $18.8K and leaving 110,614 shares worth $7.29M. The position accounts for 0.55% of the portfolio, ranked #44.

GYL Financial Synergies first reported a position in ICF in Q4 2018 and has held it in 24 quarters since. The position peaked at $16.3M in Q4 2023. 352 funds tracked by Wall St. Rank hold ICF as of Q3 2024.

  • GYL Financial Synergies held 110,614 shares of iShares Select U.S. REIT ETF worth $7.29M as of Q3 2024.
  • GYL Financial Synergies sold 301 iShares Select U.S. REIT ETF shares in Q3 2024, an estimated $18.8K.
  • iShares Select U.S. REIT ETF made up 0.55% of GYL Financial Synergies's portfolio in Q3 2024, its #44 holding.
  • GYL Financial Synergies first reported a position in iShares Select U.S. REIT ETF in Q4 2018 and has held it in 24 quarters since.
  • GYL Financial Synergies's iShares Select U.S. REIT ETF position peaked at $16.3M in Q4 2023.
  • 352 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.