Simmons Bank’s iShares Select U.S. REIT ETF ICF Stock Holding History

Simmons Bank’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 Q2	–	Sell	-3,161	Closed	-$224K	–	357
2022 Q1	$224K	Hold	3,161	–	–	0.02%	347
2021 Q4	$240K	Hold	3,161	–	–	0.02%	362
2021 Q3	$207K	Buy	+3,161	New	+$217K	0.02%	367
2018 Q4	–	Sell	-4,140	Closed	-$207K	–	353
2018 Q3	$207K	Sell	4,140 -300	-7%	-$15.2K	0.02%	361
2018 Q2	$222K	Hold	4,440	–	–	0.02%	348
2018 Q1	$207K	Sell	4,440 -324	-7%	-$15.2K	0.02%	338
2017 Q4	$241K	Sell	4,764 -376	-7%	-$19.1K	0.02%	283
2017 Q3	$259K	Buy	+5,140	New	+$261K	0.03%	285
2017 Q2	–	Sell	-9,250	Closed	-$461K	–	299
2017 Q1	$461K	Hold	9,250	–	–	0.05%	220
2016 Q4	$461K	Hold	9,250	–	–	0.05%	214
2016 Q3	$485K	Hold	9,250	–	–	0.05%	210
2016 Q2	$500K	Sell	9,250 -1,070	-10%	-$55K	0.06%	204
2016 Q1	$532K	Buy	+10,320	New	+$497K	0.06%	198

Other funds holding ICF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

Simmons Bank's ICF Position: Q2 2022 in Review

Simmons Bank sold out of iShares Select U.S. REIT ETF (ICF) in Q2 2022, closing a stake of 3,161 shares — an estimated $224K sold.

Simmons Bank first reported a position in ICF in Q1 2016 and held it in 13 quarters. The position peaked at $532K in Q1 2016. 392 funds tracked by Wall St. Rank hold ICF as of Q2 2022.

Simmons Bank reported no remaining iShares Select U.S. REIT ETF position as of Q2 2022 after selling out during the quarter.
Simmons Bank sold 3,161 iShares Select U.S. REIT ETF shares in Q2 2022, an estimated $224K.
Simmons Bank first reported a position in iShares Select U.S. REIT ETF in Q1 2016 and held it in 13 quarters.
Simmons Bank's iShares Select U.S. REIT ETF position peaked at $532K in Q1 2016.
392 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2022.

Based on Simmons Bank's 13F filing for Q2 2022, filed 29 Jul 2022.