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Patriot Investment Management Group’s iShares Select U.S. REIT ETF ICF Stock Holding History

Patriot Investment Management Group’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
2023
Q1 		– Sell
-400
Closed -$23.9K – 290
2022
Q4 		$23.9K Buy
+400
New +$21.9K ﹤0.01% 330
2020
Q3 		– Sell
-400
Closed -$20.2K – 396
2020
Q2 		$20.2K Buy
+400
New +$19.7K ﹤0.01% 422

Other funds holding ICF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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

Patriot Investment Management Group's ICF Position: Q1 2023 in Review

Patriot Investment Management Group sold out of iShares Select U.S. REIT ETF (ICF) in Q1 2023, closing a stake of 400 shares — an estimated $23.9K sold.

Patriot Investment Management Group first reported a position in ICF in Q2 2020 and held it in 2 quarters. The position peaked at $23.9K in Q4 2022. 347 funds tracked by Wall St. Rank hold ICF as of Q1 2023.

  • Patriot Investment Management Group reported no remaining iShares Select U.S. REIT ETF position as of Q1 2023 after selling out during the quarter.
  • Patriot Investment Management Group sold 400 iShares Select U.S. REIT ETF shares in Q1 2023, an estimated $23.9K.
  • Patriot Investment Management Group first reported a position in iShares Select U.S. REIT ETF in Q2 2020 and held it in 2 quarters.
  • Patriot Investment Management Group's iShares Select U.S. REIT ETF position peaked at $23.9K in Q4 2022.
  • 347 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q1 2023.

Based on Patriot Investment Management Group's 13F filing for Q1 2023, filed 19 Apr 2023.