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Orion Portfolio Solutions’s iShares Select U.S. REIT ETF ICF Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-1,840
Closed -$93K – 1173
2020
Q2 		$93K Hold
1,840
– – 0.01% 564
2020
Q1 		$84K Hold
1,840
– – 0.01% 476
2019
Q4 		$108K Buy
+1,840
New +$108K 0.01% 403

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
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

Orion Portfolio Solutions's ICF Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of iShares Select U.S. REIT ETF (ICF) in Q3 2020, closing a stake of 1,840 shares — an estimated $93K sold.

Orion Portfolio Solutions first reported a position in ICF in Q4 2019 and held it in 3 quarters. The position peaked at $108K in Q4 2019. 293 funds tracked by Wall St. Rank hold ICF as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining iShares Select U.S. REIT ETF position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 1,840 iShares Select U.S. REIT ETF shares in Q3 2020, an estimated $93K.
  • Orion Portfolio Solutions first reported a position in iShares Select U.S. REIT ETF in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's iShares Select U.S. REIT ETF position peaked at $108K in Q4 2019.
  • 293 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.