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Sheets Smith Wealth Management’s iShares Select U.S. REIT ETF ICF Stock Holding History

Sheets Smith Wealth Management’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
-300
Closed -$15K – 405
2023
Q3 		$15K Buy
+300
New +$16.4K ﹤0.01% 439

Other funds holding ICF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Sheets Smith Wealth Management's ICF Position: Q4 2023 in Review

Sheets Smith Wealth Management sold out of iShares Select U.S. REIT ETF (ICF) in Q4 2023, closing a stake of 300 shares — an estimated $15K sold.

Sheets Smith Wealth Management first reported a position in ICF in Q3 2023 and held it in 1 quarter. The position peaked at $15K in Q3 2023. 342 funds tracked by Wall St. Rank hold ICF as of Q4 2023.

  • Sheets Smith Wealth Management reported no remaining iShares Select U.S. REIT ETF position as of Q4 2023 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 300 iShares Select U.S. REIT ETF shares in Q4 2023, an estimated $15K.
  • Sheets Smith Wealth Management first reported a position in iShares Select U.S. REIT ETF in Q3 2023 and held it in 1 quarter.
  • Sheets Smith Wealth Management's iShares Select U.S. REIT ETF position peaked at $15K in Q3 2023.
  • 342 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q4 2023.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.