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

Rise 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
2022
Q2 		– Sell
-189
Closed -$13K – 718
2022
Q1 		$13K Buy
189
+1
+0.5% +$69 0.01% 295
2021
Q4 		$14.3K Buy
+188
New +$13.3K 0.01% 284

Other funds holding ICF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
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
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

Rise Advisors's ICF Position: Q2 2022 in Review

Rise Advisors sold out of iShares Select U.S. REIT ETF (ICF) in Q2 2022, closing a stake of 189 shares — an estimated $13K sold.

Rise Advisors first reported a position in ICF in Q4 2021 and held it in 2 quarters. The position peaked at $14.3K in Q4 2021. 392 funds tracked by Wall St. Rank hold ICF as of Q2 2022.

  • Rise Advisors reported no remaining iShares Select U.S. REIT ETF position as of Q2 2022 after selling out during the quarter.
  • Rise Advisors sold 189 iShares Select U.S. REIT ETF shares in Q2 2022, an estimated $13K.
  • Rise Advisors first reported a position in iShares Select U.S. REIT ETF in Q4 2021 and held it in 2 quarters.
  • Rise Advisors's iShares Select U.S. REIT ETF position peaked at $14.3K in Q4 2021.
  • 392 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2022.

Based on Rise Advisors's 13F filing for Q2 2022, filed 28 Jul 2022.