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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 $162B AUM 16.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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

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.