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Marshall Financial Group (Maryland)’s iShares Select U.S. REIT ETF ICF Stock Holding History

Marshall Financial Group (Maryland)’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
Q1 		– Sell
-2,643
Closed -$201K – 213
2021
Q4 		$201K Sell
2,643
-8,446
-76% -$597K 0.07% 207
2021
Q3 		$725K Buy
11,089
+154
+1% +$10.5K 0.37% 97
2021
Q2 		$715K Buy
10,935
+722
+7% +$45.4K 0.39% 85
2021
Q1 		$590K Buy
10,213
+253
+3% +$13.9K 0.35% 92
2020
Q4 		$537K Buy
+9,960
New +$527K 0.35% 88

Other funds holding ICF

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
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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

Marshall Financial Group (Maryland)'s ICF Position: Q1 2022 in Review

Marshall Financial Group (Maryland) sold out of iShares Select U.S. REIT ETF (ICF) in Q1 2022, closing a stake of 2,643 shares — an estimated $201K sold.

Marshall Financial Group (Maryland) first reported a position in ICF in Q4 2020 and held it in 5 quarters. The position peaked at $725K in Q3 2021. 399 funds tracked by Wall St. Rank hold ICF as of Q1 2022.

  • Marshall Financial Group (Maryland) reported no remaining iShares Select U.S. REIT ETF position as of Q1 2022 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 2,643 iShares Select U.S. REIT ETF shares in Q1 2022, an estimated $201K.
  • Marshall Financial Group (Maryland) first reported a position in iShares Select U.S. REIT ETF in Q4 2020 and held it in 5 quarters.
  • Marshall Financial Group (Maryland)'s iShares Select U.S. REIT ETF position peaked at $725K in Q3 2021.
  • 399 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q1 2022.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q1 2022, filed 10 May 2022.