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

Rollins Financial’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
Q4 		– Sell
-6,338
Closed -$340K – 119
2022
Q3 		$340K Hold
6,338
– – 0.13% 72
2022
Q2 		$385K Buy
6,338
+2,644
+72% +$174K 0.14% 79
2022
Q1 		$262K Buy
+3,694
New +$254K 0.08% 96

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 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
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 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

Rollins Financial's ICF Position: Q4 2022 in Review

Rollins Financial sold out of iShares Select U.S. REIT ETF (ICF) in Q4 2022, closing a stake of 6,338 shares — an estimated $340K sold.

Rollins Financial first reported a position in ICF in Q1 2022 and held it in 3 quarters. The position peaked at $385K in Q2 2022. 359 funds tracked by Wall St. Rank hold ICF as of Q4 2022.

  • Rollins Financial reported no remaining iShares Select U.S. REIT ETF position as of Q4 2022 after selling out during the quarter.
  • Rollins Financial sold 6,338 iShares Select U.S. REIT ETF shares in Q4 2022, an estimated $340K.
  • Rollins Financial first reported a position in iShares Select U.S. REIT ETF in Q1 2022 and held it in 3 quarters.
  • Rollins Financial's iShares Select U.S. REIT ETF position peaked at $385K in Q2 2022.
  • 359 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q4 2022.

Based on Rollins Financial's 13F filing for Q4 2022, filed 6 Feb 2023.