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Heritage Wealth Management (Arizona)’s iShares Select U.S. REIT ETF ICF Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$5.7K Buy
104
+52
+100% +$2.84K ﹤0.01% 864
2022
Q3 		$3K Hold
52
– – ﹤0.01% 824
2022
Q2 		$3.16K Sell
52
-164
-76% -$10.8K ﹤0.01% 829
2022
Q1 		$15K Buy
+216
New +$14.9K ﹤0.01% 649
2021
Q3 		$83K Sell
1,268
-1,569
-55% -$107K 0.03% 375
2021
Q2 		$185K Sell
2,837
-1,190
-30% -$74.8K 0.07% 237
2021
Q1 		$233K Buy
+4,027
New +$222K 0.13% 143

Other funds holding ICF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s ICF Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its iShares Select U.S. REIT ETF (ICF) stake by 100% in Q4 2022, buying an estimated $2.84K and bringing the position to 104 shares worth $5.7K. The position accounts for ﹤0.01% of the portfolio, ranked #864.

Heritage Wealth Management (Arizona) first reported a position in ICF in Q1 2021 and has held it in 7 quarters since. The position peaked at $233K in Q1 2021. 359 funds tracked by Wall St. Rank hold ICF as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 104 shares of iShares Select U.S. REIT ETF worth $5.7K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 52 iShares Select U.S. REIT ETF shares in Q4 2022, an estimated $2.84K.
  • iShares Select U.S. REIT ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #864 holding.
  • Heritage Wealth Management (Arizona) first reported a position in iShares Select U.S. REIT ETF in Q1 2021 and has held it in 7 quarters since.
  • Heritage Wealth Management (Arizona)'s iShares Select U.S. REIT ETF position peaked at $233K in Q1 2021.
  • 359 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.