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Harbour Trust & Investment Management’s iShares Select U.S. REIT ETF ICF Stock Holding History

Harbour Trust & 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
2024
Q2 		– Sell
-4,433
Closed -$256K – 161
2024
Q1 		$256K Sell
4,433
-81
-2% -$4.62K 0.03% 151
2023
Q4 		$265K Buy
+4,514
New +$239K 0.04% 145

Other funds holding ICF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Harbour Trust & Investment Management's ICF Position: Q2 2024 in Review

Harbour Trust & Investment Management sold out of iShares Select U.S. REIT ETF (ICF) in Q2 2024, closing a stake of 4,433 shares — an estimated $256K sold.

Harbour Trust & Investment Management first reported a position in ICF in Q4 2023 and held it in 2 quarters. The position peaked at $265K in Q4 2023. 332 funds tracked by Wall St. Rank hold ICF as of Q2 2024.

  • Harbour Trust & Investment Management reported no remaining iShares Select U.S. REIT ETF position as of Q2 2024 after selling out during the quarter.
  • Harbour Trust & Investment Management sold 4,433 iShares Select U.S. REIT ETF shares in Q2 2024, an estimated $256K.
  • Harbour Trust & Investment Management first reported a position in iShares Select U.S. REIT ETF in Q4 2023 and held it in 2 quarters.
  • Harbour Trust & Investment Management's iShares Select U.S. REIT ETF position peaked at $265K in Q4 2023.
  • 332 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2024.

Based on Harbour Trust & Investment Management's 13F filing for Q2 2024, filed 23 Jul 2024.