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

Janiczek 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
2024 Q2	$159K	Hold	2,780	–	–	0.03%	220
2024 Q1	$160K	Hold	2,780	–	–	0.03%	217
2023 Q4	$163K	Hold	2,780	–	–	0.04%	193
2023 Q3	$139K	Hold	2,780	–	–	0.04%	193
2023 Q2	$154K	Hold	2,780	–	–	0.04%	163
2023 Q1	$150K	Hold	2,780	–	–	0.04%	154
2022 Q4	$164K	Hold	2,780	–	–	0.05%	147
2022 Q3	$141K	Hold	2,780	–	–	0.05%	143
2022 Q2	$183K	Hold	2,780	–	–	0.05%	115
2022 Q1	$197K	Hold	2,780	–	–	0.05%	119
2021 Q4	$212K	Hold	2,780	–	–	0.06%	96
2021 Q3	$182K	Hold	2,780	–	–	0.06%	99
2021 Q2	$182K	Hold	2,780	–	–	0.07%	91
2021 Q1	$161K	Hold	2,780	–	–	0.06%	84
2020 Q4	$150K	Hold	2,780	–	–	0.07%	78
2020 Q3	$142K	Hold	2,780	–	–	0.08%	54
2020 Q2	$140K	Buy	+2,780	New	+$137K	0.08%	48

Other funds holding ICF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Janiczek Wealth Management's ICF Position: Q2 2024 in Review

Janiczek Wealth Management held its iShares Select U.S. REIT ETF (ICF) position steady in Q2 2024 at 2,780 shares worth $159K. The position accounts for 0.03% of the portfolio, ranked #220.

Janiczek Wealth Management first reported a position in ICF in Q2 2020 and has held it in 17 quarters since. The position peaked at $212K in Q4 2021. 331 funds tracked by Wall St. Rank hold ICF as of Q2 2024.

Janiczek Wealth Management held 2,780 shares of iShares Select U.S. REIT ETF worth $159K as of Q2 2024.
Janiczek Wealth Management left its iShares Select U.S. REIT ETF share count unchanged in Q2 2024.
iShares Select U.S. REIT ETF made up 0.03% of Janiczek Wealth Management's portfolio in Q2 2024, its #220 holding.
Janiczek Wealth Management first reported a position in iShares Select U.S. REIT ETF in Q2 2020 and has held it in 17 quarters since.
Janiczek Wealth Management's iShares Select U.S. REIT ETF position peaked at $212K in Q4 2021.
331 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.