Reilly Financial Advisors’s iShares Select U.S. REIT ETF ICF Stock Holding History

Reilly Financial 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
2020 Q2	–	Sell	-894	Closed	-$41K	–	922
2020 Q1	$41K	Hold	894	–	–	0.01%	324
2019 Q4	$52K	Hold	894	–	–	0.01%	332
2019 Q3	$54K	Hold	894	–	–	0.01%	334
2019 Q2	$50K	Hold	894	–	–	0.01%	361
2019 Q1	$50K	Hold	894	–	–	0.01%	356
2018 Q4	$43K	Hold	894	–	–	0.01%	356
2018 Q3	$45K	Hold	894	–	–	0.01%	381
2018 Q2	$45K	Hold	894	–	–	0.01%	330
2018 Q1	$42K	Hold	894	–	–	0.01%	324
2017 Q4	$45K	Hold	894	–	–	0.01%	343
2017 Q3	$45K	Hold	894	–	–	0.01%	327
2017 Q2	$45K	Hold	894	–	–	0.01%	326
2017 Q1	$45K	Hold	894	–	–	0.01%	309
2016 Q4	$45K	Hold	894	–	–	0.01%	290
2016 Q3	$47K	Hold	894	–	–	0.01%	273
2016 Q2	$48K	Hold	894	–	–	0.01%	259
2016 Q1	$46K	Hold	894	–	–	0.01%	395
2015 Q4	$44K	Hold	894	–	–	0.01%	416
2015 Q3	$41K	Hold	894	–	–	0.01%	422
2015 Q2	$40K	Hold	894	–	–	0.01%	480
2015 Q1	$45K	Hold	894	–	–	0.01%	445
2014 Q4	$43K	Hold	894	–	–	0.01%	285
2014 Q3	$38K	Hold	894	–	–	0.01%	289
2014 Q2	$39K	Hold	894	–	–	0.01%	296
2014 Q1	$37K	Hold	894	–	–	0.01%	319
2013 Q4	$33K	Hold	894	–	–	0.01%	316
2013 Q3	$35K	Hold	894	–	–	0.01%	265
2013 Q2	$36K	Buy	+894	New	+$38K	0.01%	270

Other funds holding ICF

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

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

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

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

CFB

Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Reilly Financial Advisors's ICF Position: Q2 2020 in Review

Reilly Financial Advisors sold out of iShares Select U.S. REIT ETF (ICF) in Q2 2020, closing a stake of 894 shares — an estimated $41K sold.

Reilly Financial Advisors first reported a position in ICF in Q2 2013 and held it in 28 quarters. The position peaked at $54K in Q3 2019. 301 funds tracked by Wall St. Rank hold ICF as of Q2 2020.

Reilly Financial Advisors reported no remaining iShares Select U.S. REIT ETF position as of Q2 2020 after selling out during the quarter.
Reilly Financial Advisors sold 894 iShares Select U.S. REIT ETF shares in Q2 2020, an estimated $41K.
Reilly Financial Advisors first reported a position in iShares Select U.S. REIT ETF in Q2 2013 and held it in 28 quarters.
Reilly Financial Advisors's iShares Select U.S. REIT ETF position peaked at $54K in Q3 2019.
301 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2020.

Based on Reilly Financial Advisors's 13F filing for Q2 2020, filed 21 Jul 2020.