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Petix & Botte Financial’s iShares Select U.S. REIT ETF ICF Stock Holding History

Petix & Botte Financial’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
Q2 		– Sell
-3,564
Closed -$206K – 136
2024
Q1 		$206K Buy
+3,564
New +$203K 0.05% 137

Other funds holding ICF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Petix & Botte Financial's ICF Position: Q2 2024 in Review

Petix & Botte Financial sold out of iShares Select U.S. REIT ETF (ICF) in Q2 2024, closing a stake of 3,564 shares — an estimated $206K sold.

Petix & Botte Financial first reported a position in ICF in Q1 2024 and held it in 1 quarter. The position peaked at $206K in Q1 2024. 332 funds tracked by Wall St. Rank hold ICF as of Q2 2024.

  • Petix & Botte Financial reported no remaining iShares Select U.S. REIT ETF position as of Q2 2024 after selling out during the quarter.
  • Petix & Botte Financial sold 3,564 iShares Select U.S. REIT ETF shares in Q2 2024, an estimated $206K.
  • Petix & Botte Financial first reported a position in iShares Select U.S. REIT ETF in Q1 2024 and held it in 1 quarter.
  • Petix & Botte Financial's iShares Select U.S. REIT ETF position peaked at $206K in Q1 2024.
  • 332 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2024.

Based on Petix & Botte Financial's 13F filing for Q2 2024, filed 13 Aug 2024.