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Oliver Luxxe Assets’s iShares Select U.S. REIT ETF ICF Stock Holding History

Oliver Luxxe Assets’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
Q2 		– Sell
-2,993
Closed -$213K – 195
2022
Q1 		$213K Buy
+2,993
New +$206K 0.05% 189

Other funds holding ICF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

Oliver Luxxe Assets's ICF Position: Q2 2022 in Review

Oliver Luxxe Assets sold out of iShares Select U.S. REIT ETF (ICF) in Q2 2022, closing a stake of 2,993 shares — an estimated $213K sold.

Oliver Luxxe Assets first reported a position in ICF in Q1 2022 and held it in 1 quarter. The position peaked at $213K in Q1 2022. 392 funds tracked by Wall St. Rank hold ICF as of Q2 2022.

  • Oliver Luxxe Assets reported no remaining iShares Select U.S. REIT ETF position as of Q2 2022 after selling out during the quarter.
  • Oliver Luxxe Assets sold 2,993 iShares Select U.S. REIT ETF shares in Q2 2022, an estimated $213K.
  • Oliver Luxxe Assets first reported a position in iShares Select U.S. REIT ETF in Q1 2022 and held it in 1 quarter.
  • Oliver Luxxe Assets's iShares Select U.S. REIT ETF position peaked at $213K in Q1 2022.
  • 392 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2022.

Based on Oliver Luxxe Assets's 13F filing for Q2 2022, filed 15 Aug 2022.