RVW Wealth’s iShares Select U.S. REIT ETF ICF Stock Holding History

RVW 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 Q4	–	Sell	-810	Closed	-$40.6K	–	238
2023 Q3	$40.6K	Buy	+810	New	+$44.3K	﹤0.01%	256

Other funds holding ICF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RVW Wealth's ICF Position: Q4 2023 in Review

RVW Wealth sold out of iShares Select U.S. REIT ETF (ICF) in Q4 2023, closing a stake of 810 shares — an estimated $40.6K sold.

RVW Wealth first reported a position in ICF in Q3 2023 and held it in 1 quarter. The position peaked at $40.6K in Q3 2023. 342 funds tracked by Wall St. Rank hold ICF as of Q4 2023.

RVW Wealth reported no remaining iShares Select U.S. REIT ETF position as of Q4 2023 after selling out during the quarter.
RVW Wealth sold 810 iShares Select U.S. REIT ETF shares in Q4 2023, an estimated $40.6K.
RVW Wealth first reported a position in iShares Select U.S. REIT ETF in Q3 2023 and held it in 1 quarter.
RVW Wealth's iShares Select U.S. REIT ETF position peaked at $40.6K in Q3 2023.
342 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q4 2023.

Based on RVW Wealth's 13F filing for Q4 2023, filed 8 Jan 2024.