IWP
ICF icon

Icon Wealth Partners’s iShares Select U.S. REIT ETF ICF Stock Holding History

Icon Wealth Partners’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
2018
Q3 		– Sell
-336
Closed -$17K – 473
2018
Q2 		$17K Buy
+336
New +$16K 0.01% 621

Other funds holding ICF

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Icon Wealth Partners's ICF Position: Q3 2018 in Review

Icon Wealth Partners sold out of iShares Select U.S. REIT ETF (ICF) in Q3 2018, closing a stake of 336 shares — an estimated $17K sold.

Icon Wealth Partners first reported a position in ICF in Q2 2018 and held it in 1 quarter. The position peaked at $17K in Q2 2018. 285 funds tracked by Wall St. Rank hold ICF as of Q3 2018.

  • Icon Wealth Partners reported no remaining iShares Select U.S. REIT ETF position as of Q3 2018 after selling out during the quarter.
  • Icon Wealth Partners sold 336 iShares Select U.S. REIT ETF shares in Q3 2018, an estimated $17K.
  • Icon Wealth Partners first reported a position in iShares Select U.S. REIT ETF in Q2 2018 and held it in 1 quarter.
  • Icon Wealth Partners's iShares Select U.S. REIT ETF position peaked at $17K in Q2 2018.
  • 285 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q3 2018.

Based on Icon Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.