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Regimen Wealth’s iShares Select U.S. REIT ETF ICF Stock Holding History

Regimen Wealth’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
2023
Q1 		– Sell
-686
Closed -$38K – 65
2022
Q4 		$38K Buy
+686
New +$37.5K 0.03% 61

Other funds holding ICF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Regimen Wealth's ICF Position: Q1 2023 in Review

Regimen Wealth sold out of iShares Select U.S. REIT ETF (ICF) in Q1 2023, closing a stake of 686 shares — an estimated $38K sold.

Regimen Wealth first reported a position in ICF in Q4 2022 and held it in 1 quarter. The position peaked at $38K in Q4 2022. 347 funds tracked by Wall St. Rank hold ICF as of Q1 2023.

  • Regimen Wealth reported no remaining iShares Select U.S. REIT ETF position as of Q1 2023 after selling out during the quarter.
  • Regimen Wealth sold 686 iShares Select U.S. REIT ETF shares in Q1 2023, an estimated $38K.
  • Regimen Wealth first reported a position in iShares Select U.S. REIT ETF in Q4 2022 and held it in 1 quarter.
  • Regimen Wealth's iShares Select U.S. REIT ETF position peaked at $38K in Q4 2022.
  • 347 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q1 2023.

Based on Regimen Wealth's 13F filing for Q1 2023, filed 5 May 2023.