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Institute for Wealth Management’s iShares Select U.S. REIT ETF ICF Stock Holding History

Institute for Wealth Management’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
Q1 		– Sell
-450
Closed -$26K – 504
2019
Q4 		$26K Buy
+450
New +$26.5K 0.01% 546

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
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Institute for Wealth Management's ICF Position: Q1 2020 in Review

Institute for Wealth Management sold out of iShares Select U.S. REIT ETF (ICF) in Q1 2020, closing a stake of 450 shares — an estimated $26K sold.

Institute for Wealth Management first reported a position in ICF in Q4 2019 and held it in 1 quarter. The position peaked at $26K in Q4 2019. 313 funds tracked by Wall St. Rank hold ICF as of Q1 2020.

  • Institute for Wealth Management reported no remaining iShares Select U.S. REIT ETF position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 450 iShares Select U.S. REIT ETF shares in Q1 2020, an estimated $26K.
  • Institute for Wealth Management first reported a position in iShares Select U.S. REIT ETF in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management's iShares Select U.S. REIT ETF position peaked at $26K in Q4 2019.
  • 313 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.