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Northwest Financial Advisors’s iShares Select U.S. REIT ETF ICF Stock Holding History

Northwest Financial Advisors’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
Q4 		– Sell
-1,285
Closed -$84.7K – 299
2024
Q3 		$84.7K Buy
+1,285
New +$80.3K 0.07% 171
2024
Q1 		– Sell
-844
Closed -$49.6K – 274
2023
Q4 		$49.6K Buy
+844
New +$44.6K 0.04% 208

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Northwest Financial Advisors's ICF Position: Q4 2024 in Review

Northwest Financial Advisors sold out of iShares Select U.S. REIT ETF (ICF) in Q4 2024, closing a stake of 1,285 shares — an estimated $84.7K sold.

Northwest Financial Advisors first reported a position in ICF in Q4 2023 and held it in 2 quarters. The position peaked at $84.7K in Q3 2024. 371 funds tracked by Wall St. Rank hold ICF as of Q4 2024.

  • Northwest Financial Advisors reported no remaining iShares Select U.S. REIT ETF position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 1,285 iShares Select U.S. REIT ETF shares in Q4 2024, an estimated $84.7K.
  • Northwest Financial Advisors first reported a position in iShares Select U.S. REIT ETF in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's iShares Select U.S. REIT ETF position peaked at $84.7K in Q3 2024.
  • 371 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.