Lehman & Derafelo Financial Resources’s iShares Select U.S. REIT ETF ICF Stock Holding History

Lehman & Derafelo Financial Resources’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
2022 Q4	–	Sell	-800	Closed	-$43K	–	126
2022 Q3	$43K	Hold	800	–	–	0.01%	128
2022 Q2	$49K	Buy	+800	New	+$52.6K	0.02%	129
2021 Q4	–	Sell	-800	Closed	-$52K	–	128
2021 Q3	$52K	Hold	800	–	–	0.02%	132
2021 Q2	$52K	Hold	800	–	–	0.01%	151
2021 Q1	$46K	Hold	800	–	–	0.01%	153
2020 Q4	$43K	Hold	800	–	–	0.01%	151
2020 Q3	$41K	Hold	800	–	–	0.01%	179
2020 Q2	$40K	Hold	800	–	–	0.01%	163
2020 Q1	$37K	Hold	800	–	–	0.02%	122
2019 Q4	$47K	Hold	800	–	–	0.02%	131
2019 Q3	$48K	Hold	800	–	–	0.02%	124
2019 Q2	$46K	Hold	800	–	–	0.02%	122
2019 Q1	$44K	Hold	800	–	–	0.02%	126
2018 Q4	$38K	Buy	+800	New	+$39.9K	0.02%	119

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

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 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

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

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

Lehman & Derafelo Financial Resources's ICF Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources sold out of iShares Select U.S. REIT ETF (ICF) in Q4 2022, closing a stake of 800 shares — an estimated $43K sold.

Lehman & Derafelo Financial Resources first reported a position in ICF in Q4 2018 and held it in 14 quarters. The position peaked at $52K in Q3 2021. 359 funds tracked by Wall St. Rank hold ICF as of Q4 2022.

Lehman & Derafelo Financial Resources reported no remaining iShares Select U.S. REIT ETF position as of Q4 2022 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 800 iShares Select U.S. REIT ETF shares in Q4 2022, an estimated $43K.
Lehman & Derafelo Financial Resources first reported a position in iShares Select U.S. REIT ETF in Q4 2018 and held it in 14 quarters.
Lehman & Derafelo Financial Resources's iShares Select U.S. REIT ETF position peaked at $52K in Q3 2021.
359 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.