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

Silverlake 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
2024
Q1 		– Sell
-3,482
Closed -$204K – 248
2023
Q4 		$204K Buy
+3,482
New +$184K 0.11% 212
2022
Q3 		– Sell
-3,402
Closed -$207K – 209
2022
Q2 		$207K Buy
3,402
+2
+0.1% +$131 0.13% 186
2022
Q1 		$241K Buy
3,400
+1
+0% +$69 0.14% 179
2021
Q4 		$259K Buy
+3,399
New +$240K 0.14% 172

Other funds holding ICF

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

Silverlake Wealth Management's ICF Position: Q1 2024 in Review

Silverlake Wealth Management sold out of iShares Select U.S. REIT ETF (ICF) in Q1 2024, closing a stake of 3,482 shares — an estimated $204K sold.

Silverlake Wealth Management first reported a position in ICF in Q4 2021 and held it in 4 quarters. The position peaked at $259K in Q4 2021. 336 funds tracked by Wall St. Rank hold ICF as of Q1 2024.

  • Silverlake Wealth Management reported no remaining iShares Select U.S. REIT ETF position as of Q1 2024 after selling out during the quarter.
  • Silverlake Wealth Management sold 3,482 iShares Select U.S. REIT ETF shares in Q1 2024, an estimated $204K.
  • Silverlake Wealth Management first reported a position in iShares Select U.S. REIT ETF in Q4 2021 and held it in 4 quarters.
  • Silverlake Wealth Management's iShares Select U.S. REIT ETF position peaked at $259K in Q4 2021.
  • 336 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q1 2024.

Based on Silverlake Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.