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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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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. 336 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.
  • 336 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.