ORG Partners’s iShares Select U.S. REIT ETF ICF Stock Holding History

ORG Partners’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	-16	Closed	-$1.05K	–	1309
2024 Q3	$1.05K	Sell	16 -1,636	-99%	-$102K	﹤0.01%	989
2024 Q2	$93.8K	Buy	+1,652	New	+$91.6K	0.01%	619
2024 Q1	–	Sell	-2,102	Closed	-$123K	–	761
2023 Q4	$123K	Buy	+2,102	New	+$111K	0.02%	371
2023 Q3	–	Sell	-2,834	Closed	-$158K	–	1475
2023 Q2	$158K	Buy	+2,834	New	+$154K	0.03%	416

Other funds holding ICF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

ORG Partners's ICF Position: Q4 2024 in Review

ORG Partners sold out of iShares Select U.S. REIT ETF (ICF) in Q4 2024, closing a stake of 16 shares — an estimated $1.05K sold.

ORG Partners first reported a position in ICF in Q2 2023 and held it in 4 quarters. The position peaked at $158K in Q2 2023. 372 funds tracked by Wall St. Rank hold ICF as of Q4 2024.

ORG Partners reported no remaining iShares Select U.S. REIT ETF position as of Q4 2024 after selling out during the quarter.
ORG Partners sold 16 iShares Select U.S. REIT ETF shares in Q4 2024, an estimated $1.05K.
ORG Partners first reported a position in iShares Select U.S. REIT ETF in Q2 2023 and held it in 4 quarters.
ORG Partners's iShares Select U.S. REIT ETF position peaked at $158K in Q2 2023.
372 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q4 2024.

Based on ORG Partners's 13F filing for Q4 2024, filed 10 Jan 2025.