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Heritage Wealth Advisors’s iShares Select U.S. REIT ETF ICF Stock Holding History

Heritage Wealth Advisors’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
2023
Q4 		– Sell
-126
Closed -$6.32K – 577
2023
Q3 		$6.32K Sell
126
-250
-66% -$13.7K ﹤0.01% 432
2023
Q2 		$20.9K Hold
376
– – ﹤0.01% 398
2023
Q1 		$20.9K Buy
376
+250
+198% +$14.2K ﹤0.01% 398
2022
Q4 		$6.91K Buy
+126
New +$6.89K ﹤0.01% 469

Other funds holding ICF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
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
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Heritage Wealth Advisors's ICF Position: Q4 2023 in Review

Heritage Wealth Advisors sold out of iShares Select U.S. REIT ETF (ICF) in Q4 2023, closing a stake of 126 shares — an estimated $6.32K sold.

Heritage Wealth Advisors first reported a position in ICF in Q4 2022 and held it in 4 quarters. The position peaked at $20.9K in Q2 2023. 342 funds tracked by Wall St. Rank hold ICF as of Q4 2023.

  • Heritage Wealth Advisors reported no remaining iShares Select U.S. REIT ETF position as of Q4 2023 after selling out during the quarter.
  • Heritage Wealth Advisors sold 126 iShares Select U.S. REIT ETF shares in Q4 2023, an estimated $6.32K.
  • Heritage Wealth Advisors first reported a position in iShares Select U.S. REIT ETF in Q4 2022 and held it in 4 quarters.
  • Heritage Wealth Advisors's iShares Select U.S. REIT ETF position peaked at $20.9K in Q2 2023.
  • 342 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q4 2023.

Based on Heritage Wealth Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.