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RPg Family Wealth Advisory’s iShares Select U.S. REIT ETF ICF Stock Holding History

RPg Family Wealth Advisory’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
2019
Q4 		– Sell
-594
Closed -$35.6K – 287
2019
Q3 		$35.6K Buy
+594
New +$34.8K 0.02% 185

Other funds holding ICF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RPg Family Wealth Advisory's ICF Position: Q4 2019 in Review

RPg Family Wealth Advisory sold out of iShares Select U.S. REIT ETF (ICF) in Q4 2019, closing a stake of 594 shares — an estimated $35.6K sold.

RPg Family Wealth Advisory first reported a position in ICF in Q3 2019 and held it in 1 quarter. The position peaked at $35.6K in Q3 2019. 341 funds tracked by Wall St. Rank hold ICF as of Q4 2019.

  • RPg Family Wealth Advisory reported no remaining iShares Select U.S. REIT ETF position as of Q4 2019 after selling out during the quarter.
  • RPg Family Wealth Advisory sold 594 iShares Select U.S. REIT ETF shares in Q4 2019, an estimated $35.6K.
  • RPg Family Wealth Advisory first reported a position in iShares Select U.S. REIT ETF in Q3 2019 and held it in 1 quarter.
  • RPg Family Wealth Advisory's iShares Select U.S. REIT ETF position peaked at $35.6K in Q3 2019.
  • 341 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q4 2019.

Based on RPg Family Wealth Advisory's 13F filing for Q4 2019, filed 12 Feb 2020.