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

KFG 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 		– Sell
-87,761
Closed -$5.06M – 161
2024
Q1 		$5.06M Sell
87,761
-9,990
-10% -$570K 2.08% 8
2023
Q4 		$5.74M Buy
+97,751
New +$5.17M 2.62% 8

Other funds holding ICF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
M&T Bank
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

KFG Wealth Management sold out of iShares Select U.S. REIT ETF (ICF) in Q2 2024, closing a stake of 87,761 shares — an estimated $5.06M sold.

KFG Wealth Management first reported a position in ICF in Q4 2023 and held it in 2 quarters. The position peaked at $5.74M in Q4 2023. 331 funds tracked by Wall St. Rank hold ICF as of Q2 2024.

  • KFG Wealth Management reported no remaining iShares Select U.S. REIT ETF position as of Q2 2024 after selling out during the quarter.
  • KFG Wealth Management sold 87,761 iShares Select U.S. REIT ETF shares in Q2 2024, an estimated $5.06M.
  • KFG Wealth Management first reported a position in iShares Select U.S. REIT ETF in Q4 2023 and held it in 2 quarters.
  • KFG Wealth Management's iShares Select U.S. REIT ETF position peaked at $5.74M in Q4 2023.
  • 331 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2024.

Based on KFG Wealth Management's 13F filing for Q2 2024, filed 19 Jul 2024.