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

Planned 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
2024 Q4	–	Sell	-1,164	Closed	-$76.7K	–	349
2024 Q3	$76.7K	Buy	+1,164	New	+$72.7K	0.03%	246
2024 Q1	–	Sell	-2,174	Closed	-$128K	–	293
2023 Q4	$128K	Buy	+2,174	New	+$115K	0.06%	151
2022 Q2	–	Sell	-3,060	Closed	-$217K	–	67
2022 Q1	$217K	Buy	3,060 +4	+0.1%	+$275	0.15%	70
2021 Q4	$233K	Buy	+3,056	New	+$216K	0.16%	69
2021 Q1	–	Sell	-916	Closed	-$49K	–	220
2020 Q4	$49K	Hold	916	–	–	0.04%	200
2020 Q3	$47K	Buy	+916	New	+$47.4K	0.05%	160

Other funds holding ICF

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

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Planned Solutions's ICF Position: Q4 2024 in Review

Planned Solutions sold out of iShares Select U.S. REIT ETF (ICF) in Q4 2024, closing a stake of 1,164 shares — an estimated $76.7K sold.

Planned Solutions first reported a position in ICF in Q3 2020 and held it in 6 quarters. The position peaked at $233K in Q4 2021. 371 funds tracked by Wall St. Rank hold ICF as of Q4 2024.

Planned Solutions reported no remaining iShares Select U.S. REIT ETF position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 1,164 iShares Select U.S. REIT ETF shares in Q4 2024, an estimated $76.7K.
Planned Solutions first reported a position in iShares Select U.S. REIT ETF in Q3 2020 and held it in 6 quarters.
Planned Solutions's iShares Select U.S. REIT ETF position peaked at $233K in Q4 2021.
371 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.