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

Lee Financial’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 Q1	–	Sell	-46	Closed	-$2.7K	–	471
2023 Q4	$2.7K	Hold	46	–	–	﹤0.01%	688
2023 Q3	$2.31K	Hold	46	–	–	﹤0.01%	652
2023 Q2	$2.56K	Hold	46	–	–	﹤0.01%	610
2023 Q1	$2.56K	Buy	+46	New	+$2.62K	﹤0.01%	624

Other funds holding ICF

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

CFB

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

KAS

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

RJFSA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Lee Financial's ICF Position: Q1 2024 in Review

Lee Financial sold out of iShares Select U.S. REIT ETF (ICF) in Q1 2024, closing a stake of 46 shares — an estimated $2.7K sold.

Lee Financial first reported a position in ICF in Q1 2023 and held it in 4 quarters. The position peaked at $2.7K in Q4 2023. 337 funds tracked by Wall St. Rank hold ICF as of Q1 2024.

Lee Financial reported no remaining iShares Select U.S. REIT ETF position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 46 iShares Select U.S. REIT ETF shares in Q1 2024, an estimated $2.7K.
Lee Financial first reported a position in iShares Select U.S. REIT ETF in Q1 2023 and held it in 4 quarters.
Lee Financial's iShares Select U.S. REIT ETF position peaked at $2.7K in Q4 2023.
337 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.