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Independent Financial Group’s iShares Select U.S. REIT ETF ICF Stock Holding History

Independent Financial Group’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
2021
Q4 		– Sell
-4,819
Closed -$315K – 799
2021
Q3 		$315K Buy
4,819
+1,227
+34% +$84K 0.03% 514
2021
Q2 		$235K Buy
+3,592
New +$226K 0.02% 610

Other funds holding ICF

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

Independent Financial Group's ICF Position: Q4 2021 in Review

Independent Financial Group sold out of iShares Select U.S. REIT ETF (ICF) in Q4 2021, closing a stake of 4,819 shares — an estimated $315K sold.

Independent Financial Group first reported a position in ICF in Q2 2021 and held it in 2 quarters. The position peaked at $315K in Q3 2021. 416 funds tracked by Wall St. Rank hold ICF as of Q4 2021.

  • Independent Financial Group reported no remaining iShares Select U.S. REIT ETF position as of Q4 2021 after selling out during the quarter.
  • Independent Financial Group sold 4,819 iShares Select U.S. REIT ETF shares in Q4 2021, an estimated $315K.
  • Independent Financial Group first reported a position in iShares Select U.S. REIT ETF in Q2 2021 and held it in 2 quarters.
  • Independent Financial Group's iShares Select U.S. REIT ETF position peaked at $315K in Q3 2021.
  • 416 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q4 2021.

Based on Independent Financial Group's 13F filing for Q4 2021, filed 15 Jun 2026.