Leelyn Smith’s iShares Select U.S. REIT ETF ICF Stock Holding History

Leelyn Smith’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 Q1	–	Sell	-452	Closed	-$24.8K	–	246
2022 Q4	$24.8K	Hold	452	–	–	0.01%	231
2022 Q3	$24K	Hold	452	–	–	0.01%	210
2022 Q2	$27K	Hold	452	–	–	0.01%	229
2022 Q1	$32K	Buy	+452	New	+$31.1K	0.01%	217

Other funds holding ICF

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

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

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CFB

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Leelyn Smith's ICF Position: Q1 2023 in Review

Leelyn Smith sold out of iShares Select U.S. REIT ETF (ICF) in Q1 2023, closing a stake of 452 shares — an estimated $24.8K sold.

Leelyn Smith first reported a position in ICF in Q1 2022 and held it in 4 quarters. The position peaked at $32K in Q1 2022. 347 funds tracked by Wall St. Rank hold ICF as of Q1 2023.

Leelyn Smith reported no remaining iShares Select U.S. REIT ETF position as of Q1 2023 after selling out during the quarter.
Leelyn Smith sold 452 iShares Select U.S. REIT ETF shares in Q1 2023, an estimated $24.8K.
Leelyn Smith first reported a position in iShares Select U.S. REIT ETF in Q1 2022 and held it in 4 quarters.
Leelyn Smith's iShares Select U.S. REIT ETF position peaked at $32K in Q1 2022.
347 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q1 2023.

Based on Leelyn Smith's 13F filing for Q1 2023, filed 12 May 2023.