Realta Investment Advisors’s iShares Select U.S. REIT ETF ICF Stock Holding History

Realta Investment Advisors’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 Q3	–	Sell	-12	Closed	-$687	–	529
2024 Q2	$687	Sell	12 -400	-97%	-$22.2K	﹤0.01%	777
2024 Q1	$23.8K	Buy	+412	New	+$23.5K	﹤0.01%	619
2023 Q4	–	Sell	-623	Closed	-$34.6K	–	577
2023 Q3	$34.6K	Hold	623	–	–	0.01%	559
2023 Q2	$34.6K	Buy	+623	New	+$33.9K	0.01%	596
2023 Q1	–	Sell	-569	Closed	-$31.2K	–	586
2022 Q4	$31.2K	Sell	569 -51	-8%	-$2.79K	0.01%	597
2022 Q3	$33K	Buy	+620	New	+$38.5K	0.01%	568
2020 Q1	–	Sell	-412	Closed	-$25K	–	792
2019 Q4	$25K	Sell	412 -18	-4%	-$1.06K	0.01%	854
2019 Q3	$26K	Buy	430 +348	+424%	+$20.4K	0.01%	842
2019 Q2	$5K	Hold	82	–	–	﹤0.01%	1364
2019 Q1	$5K	Buy	+82	New	+$4.32K	﹤0.01%	1072

Other funds holding ICF

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

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

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

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

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

KAS

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

CWM

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

Realta Investment Advisors's ICF Position: Q3 2024 in Review

Realta Investment Advisors sold out of iShares Select U.S. REIT ETF (ICF) in Q3 2024, closing a stake of 12 shares — an estimated $687 sold.

Realta Investment Advisors first reported a position in ICF in Q1 2019 and held it in 10 quarters. The position peaked at $34.6K in Q3 2023. 352 funds tracked by Wall St. Rank hold ICF as of Q3 2024.

Realta Investment Advisors reported no remaining iShares Select U.S. REIT ETF position as of Q3 2024 after selling out during the quarter.
Realta Investment Advisors sold 12 iShares Select U.S. REIT ETF shares in Q3 2024, an estimated $687.
Realta Investment Advisors first reported a position in iShares Select U.S. REIT ETF in Q1 2019 and held it in 10 quarters.
Realta Investment Advisors's iShares Select U.S. REIT ETF position peaked at $34.6K in Q3 2023.
352 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.