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Redwood Wealth Management Group’s iShares Select U.S. REIT ETF ICF Stock Holding History

Redwood Wealth Management Group’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
-426
Closed -$24.4K – 576
2024
Q2 		$24.4K Buy
+426
New +$23.6K 0.02% 414

Other funds holding ICF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
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
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Cetera Investment Advisers
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

Redwood Wealth Management Group's ICF Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of iShares Select U.S. REIT ETF (ICF) in Q3 2024, closing a stake of 426 shares — an estimated $24.4K sold.

Redwood Wealth Management Group first reported a position in ICF in Q2 2024 and held it in 1 quarter. The position peaked at $24.4K in Q2 2024. 352 funds tracked by Wall St. Rank hold ICF as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining iShares Select U.S. REIT ETF position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 426 iShares Select U.S. REIT ETF shares in Q3 2024, an estimated $24.4K.
  • Redwood Wealth Management Group first reported a position in iShares Select U.S. REIT ETF in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's iShares Select U.S. REIT ETF position peaked at $24.4K in Q2 2024.
  • 352 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.