JP Morgan Private Wealth Advisors’s iShares Select U.S. REIT ETF ICF Stock Holding History

JP Morgan Private Wealth 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
2023 Q3	$1.54M	Sell	30,697 -3,528	-10%	-$193K	﹤0.01%	829
2023 Q2	$1.9M	Sell	34,225 -91,195	-73%	-$4.96M	0.01%	580
2023 Q1	$6.97M	Sell	125,420 -5,500	-4%	-$313K	0.01%	515
2022 Q4	$7.18M	Buy	130,920 +92,955	+245%	+$5.08M	0.02%	494
2022 Q3	$2.04M	Sell	37,965 -1,092	-3%	-$67.9K	0.01%	832
2022 Q2	$2.37M	Buy	39,057 +104	+0.3%	+$6.84K	0.01%	788
2022 Q1	$2.77M	Buy	38,953 +992	+3%	+$68.3K	0.01%	800
2021 Q4	$2.89M	Buy	37,961 +41	+0.1%	+$2.9K	0.01%	783
2021 Q3	$2.48M	Sell	37,920 -1,610	-4%	-$110K	0.01%	819
2021 Q2	$2.58M	Buy	39,530 +4,935	+14%	+$310K	0.01%	782
2021 Q1	$2M	Sell	34,595 -2,604	-7%	-$144K	0.01%	764
2020 Q4	$2M	Sell	37,199 -637	-2%	-$33.7K	0.01%	724
2020 Q3	$1.93M	Sell	37,836 -702	-2%	-$36.3K	0.01%	660
2020 Q2	$1.94M	Sell	38,538 -17,590	-31%	-$866K	0.01%	594
2020 Q1	$2.57M	Sell	56,128 -10,988	-16%	-$615K	0.01%	482
2019 Q4	$3.93M	Sell	67,116 -338	-0.5%	-$19.9K	0.02%	470
2019 Q3	$4.05M	Buy	67,454 +636	+1%	+$37.2K	0.02%	450
2019 Q2	$3.76M	Sell	66,818 -3,248	-5%	-$182K	0.02%	448
2019 Q1	$3.9M	Sell	70,066 -21,870	-24%	-$1.15M	0.02%	459
2018 Q4	$4.4M	Buy	91,936 +1,692	+2%	+$84.4K	0.03%	382
2018 Q3	$4.52M	Sell	90,244 -11,896	-12%	-$603K	0.02%	450
2018 Q2	$5.1M	Buy	+102,140	New	+$4.86M	0.03%	395

Other funds holding ICF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

JP Morgan Private Wealth Advisors's ICF Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its iShares Select U.S. REIT ETF (ICF) stake by 10% in Q3 2023, selling an estimated $193K and leaving 30,697 shares worth $1.54M. The position accounts for ﹤0.01% of the portfolio, ranked #829.

JP Morgan Private Wealth Advisors first reported a position in ICF in Q2 2018 and has held it in 22 quarters since. The position peaked at $7.18M in Q4 2022. 321 funds tracked by Wall St. Rank hold ICF as of Q3 2023.

JP Morgan Private Wealth Advisors held 30,697 shares of iShares Select U.S. REIT ETF worth $1.54M as of Q3 2023.
JP Morgan Private Wealth Advisors sold 3,528 iShares Select U.S. REIT ETF shares in Q3 2023, an estimated $193K.
iShares Select U.S. REIT ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #829 holding.
JP Morgan Private Wealth Advisors first reported a position in iShares Select U.S. REIT ETF in Q2 2018 and has held it in 22 quarters since.
JP Morgan Private Wealth Advisors's iShares Select U.S. REIT ETF position peaked at $7.18M in Q4 2022.
321 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.