Pinnacle Bancorp’s iShares Select U.S. REIT ETF ICF Stock Holding History

Pinnacle Bancorp’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 Q4	–	Sell	-1,792	Closed	-$96K	–	754
2022 Q3	$96K	Hold	1,792	–	–	0.04%	236
2022 Q2	$109K	Hold	1,792	–	–	0.04%	224
2022 Q1	$127K	Hold	1,792	–	–	0.04%	218
2021 Q4	$136K	Hold	1,792	–	–	0.05%	208
2021 Q3	$117K	Hold	1,792	–	–	0.05%	215
2021 Q2	$117K	Hold	1,792	–	–	0.05%	218
2021 Q1	$104K	Hold	1,792	–	–	0.05%	229
2020 Q4	$97K	Hold	1,792	–	–	0.06%	236
2020 Q3	$91K	Hold	1,792	–	–	0.06%	220
2020 Q2	$90K	Hold	1,792	–	–	0.07%	211
2020 Q1	$82K	Hold	1,792	–	–	0.07%	204
2019 Q4	$105K	Buy	1,792 +22	+1%	+$1.29K	0.07%	202
2019 Q3	$106K	Hold	1,770	–	–	0.06%	196
2019 Q2	$100K	Buy	+1,770	New	+$99.4K	0.06%	204

Other funds holding ICF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

Pinnacle Bancorp's ICF Position: Q4 2022 in Review

Pinnacle Bancorp sold out of iShares Select U.S. REIT ETF (ICF) in Q4 2022, closing a stake of 1,792 shares — an estimated $96K sold.

Pinnacle Bancorp first reported a position in ICF in Q2 2019 and held it in 14 quarters. The position peaked at $136K in Q4 2021. 359 funds tracked by Wall St. Rank hold ICF as of Q4 2022.

Pinnacle Bancorp reported no remaining iShares Select U.S. REIT ETF position as of Q4 2022 after selling out during the quarter.
Pinnacle Bancorp sold 1,792 iShares Select U.S. REIT ETF shares in Q4 2022, an estimated $96K.
Pinnacle Bancorp first reported a position in iShares Select U.S. REIT ETF in Q2 2019 and held it in 14 quarters.
Pinnacle Bancorp's iShares Select U.S. REIT ETF position peaked at $136K in Q4 2021.
359 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q4 2022.

Based on Pinnacle Bancorp's 13F filing for Q4 2022, filed 24 Jan 2023.