HAS
ICF icon

HBW Advisory Services’s iShares Select U.S. REIT ETF ICF Stock Holding History

HBW Advisory Services’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
2025
Q3 		– Sell
-429
Closed -$26.2K – 431
2025
Q2 		$26.2K Buy
+429
New +$26K ﹤0.01% 397
2023
Q1 		– Sell
-2,699
Closed -$148K – 278
2022
Q4 		$148K Sell
2,699
-64
-2% -$3.5K 0.04% 250
2022
Q3 		$148K Sell
2,763
-567
-17% -$35.2K 0.04% 215
2022
Q2 		$202K Buy
+3,330
New +$219K 0.05% 210
2022
Q1 		– Sell
-3,549
Closed -$270K – 246
2021
Q4 		$270K Buy
3,549
+15
+0.4% +$1.06K 0.06% 221
2021
Q3 		$231K Buy
3,534
+11
+0.3% +$753 0.06% 224
2021
Q2 		$230K Buy
+3,523
New +$221K 0.06% 219
2021
Q1 		– Sell
-674
Closed -$36K – 253
2020
Q4 		$36K Buy
+674
New +$35.7K 0.01% 219

Other funds holding ICF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.06B AUM 24.97% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return