LGWM
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Litman Gregory Wealth Management’s iShares Select U.S. REIT ETF ICF Stock Holding History

Litman Gregory 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
2023
Q2 		– Sell
-5,648
Closed -$314K – 96
2023
Q1 		$314K Buy
+5,648
New +$321K 0.12% 29

Other funds holding ICF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
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
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

Litman Gregory Wealth Management's ICF Position: Q2 2023 in Review

Litman Gregory Wealth Management sold out of iShares Select U.S. REIT ETF (ICF) in Q2 2023, closing a stake of 5,648 shares — an estimated $314K sold.

Litman Gregory Wealth Management first reported a position in ICF in Q1 2023 and held it in 1 quarter. The position peaked at $314K in Q1 2023. 335 funds tracked by Wall St. Rank hold ICF as of Q2 2023.

  • Litman Gregory Wealth Management reported no remaining iShares Select U.S. REIT ETF position as of Q2 2023 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 5,648 iShares Select U.S. REIT ETF shares in Q2 2023, an estimated $314K.
  • Litman Gregory Wealth Management first reported a position in iShares Select U.S. REIT ETF in Q1 2023 and held it in 1 quarter.
  • Litman Gregory Wealth Management's iShares Select U.S. REIT ETF position peaked at $314K in Q1 2023.
  • 335 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2023.

Based on Litman Gregory Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.