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

Independence 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
2020
Q3 		$76K Buy
1,494
+2
+0.1% +$103 0.02% 114
2020
Q2 		$75K Buy
1,492
+8
+0.5% +$394 0.02% 111
2020
Q1 		$68K Hold
1,484
– – 0.02% 100
2019
Q4 		$87K Buy
+1,484
New +$87.3K 0.02% 112

Other funds holding ICF

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
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
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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 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

Independence Advisors's ICF Position: Q3 2020 in Review

Independence Advisors increased its iShares Select U.S. REIT ETF (ICF) stake by 0.13% in Q3 2020, buying an estimated $103 and bringing the position to 1,494 shares worth $76K. The position accounts for 0.02% of the portfolio, ranked #114.

Independence Advisors first reported a position in ICF in Q4 2019 and has held it in 4 quarters since. The position peaked at $87K in Q4 2019. 293 funds tracked by Wall St. Rank hold ICF as of Q3 2020.

  • Independence Advisors held 1,494 shares of iShares Select U.S. REIT ETF worth $76K as of Q3 2020.
  • Independence Advisors bought 2 iShares Select U.S. REIT ETF shares in Q3 2020, an estimated $103.
  • iShares Select U.S. REIT ETF made up 0.02% of Independence Advisors's portfolio in Q3 2020, its #114 holding.
  • Independence Advisors first reported a position in iShares Select U.S. REIT ETF in Q4 2019 and has held it in 4 quarters since.
  • Independence Advisors's iShares Select U.S. REIT ETF position peaked at $87K in Q4 2019.
  • 293 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.