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Prospera Financial Services’s iShares Select U.S. REIT ETF ICF Stock Holding History

Prospera Financial Services’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
Q2 		– Sell
-264
Closed -$19K – 2075
2022
Q1 		$19K Buy
+264
New +$18.2K ﹤0.01% 1753
2020
Q4 		– Sell
-564
Closed -$29K – 1077
2020
Q3 		$29K Buy
+564
New +$29.2K 0.01% 787
2020
Q1 		– Sell
-10,576
Closed -$619K – 570
2019
Q4 		$619K Sell
10,576
-3,704
-26% -$218K 0.05% 339
2019
Q3 		$857K Sell
14,280
-1,290
-8% -$75.5K 0.09% 201
2019
Q2 		$884K Buy
+15,570
New +$874K 0.1% 177
2019
Q1 		– Sell
-11,936
Closed -$570K – 375
2018
Q4 		$570K Buy
11,936
+3,534
+42% +$176K 0.12% 178
2018
Q3 		$418K Sell
8,402
-110
-1% -$5.58K 0.08% 245
2018
Q2 		$426K Sell
8,512
-336
-4% -$16K 0.06% 265
2018
Q1 		$413K Buy
+8,848
New +$415K 0.06% 275
2017
Q4 		– Sell
-8,292
Closed -$417K – 420
2017
Q3 		$417K Buy
8,292
+3,344
+68% +$170K 0.06% 268
2017
Q2 		$249K Buy
4,948
+402
+9% +$20.3K 0.04% 349
2017
Q1 		$227K Buy
4,546
+442
+11% +$22.1K 0.04% 319
2016
Q4 		$206K Sell
4,104
-212
-5% -$10.4K 0.04% 353
2016
Q3 		$226K Buy
+4,316
New +$233K 0.05% 325
2015
Q2 		– Sell
-3,950
Closed -$200K – 316
2015
Q1 		$200K Buy
+3,950
New +$201K 0.04% 292
2014
Q2 		– Sell
-5,086
Closed -$209K – 279
2014
Q1 		$209K Sell
5,086
-6,366
-56% -$253K 0.07% 224
2013
Q4 		$428K Sell
11,452
-576
-5% -$22.3K 0.14% 115
2013
Q3 		$470K Sell
12,028
-4,106
-25% -$163K 0.18% 110
2013
Q2 		$647K Buy
+16,134
New +$686K 0.3% 84

Other funds holding ICF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

Prospera Financial Services's ICF Position: Q2 2022 in Review

Prospera Financial Services sold out of iShares Select U.S. REIT ETF (ICF) in Q2 2022, closing a stake of 264 shares — an estimated $19K sold.

Prospera Financial Services first reported a position in ICF in Q2 2013 and held it in 19 quarters. The position peaked at $884K in Q2 2019. 392 funds tracked by Wall St. Rank hold ICF as of Q2 2022.

  • Prospera Financial Services reported no remaining iShares Select U.S. REIT ETF position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 264 iShares Select U.S. REIT ETF shares in Q2 2022, an estimated $19K.
  • Prospera Financial Services first reported a position in iShares Select U.S. REIT ETF in Q2 2013 and held it in 19 quarters.
  • Prospera Financial Services's iShares Select U.S. REIT ETF position peaked at $884K in Q2 2019.
  • 392 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.