South Shore Capital Advisors’s iShares Select U.S. REIT ETF ICF Stock Holding History

South Shore Capital Advisors’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 Q3	$291K	Hold	5,424	–	–	0.68%	50
2022 Q2	$330K	Buy	5,424 +6	+0.1%	+$394	0.69%	47
2022 Q1	$385K	Sell	5,418 -1,231	-19%	-$84.8K	0.63%	52
2021 Q4	$506K	Buy	6,649 +1,803	+37%	+$127K	0.83%	41
2021 Q3	$317K	Sell	4,846 -2,706	-36%	-$185K	0.57%	63
2021 Q2	$494K	Buy	7,552 +2,859	+61%	+$180K	0.87%	39
2021 Q1	$271K	Buy	+4,693	New	+$259K	0.27%	97

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

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

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

ANTB

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

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

South Shore Capital Advisors's ICF Position: Q3 2022 in Review

South Shore Capital Advisors held its iShares Select U.S. REIT ETF (ICF) position steady in Q3 2022 at 5,424 shares worth $291K. The position accounts for 0.68% of the portfolio, ranked #50.

South Shore Capital Advisors first reported a position in ICF in Q1 2021 and has held it in 7 quarters since. The position peaked at $506K in Q4 2021. 351 funds tracked by Wall St. Rank hold ICF as of Q3 2022.

South Shore Capital Advisors held 5,424 shares of iShares Select U.S. REIT ETF worth $291K as of Q3 2022.
South Shore Capital Advisors left its iShares Select U.S. REIT ETF share count unchanged in Q3 2022.
iShares Select U.S. REIT ETF made up 0.68% of South Shore Capital Advisors's portfolio in Q3 2022, its #50 holding.
South Shore Capital Advisors first reported a position in iShares Select U.S. REIT ETF in Q1 2021 and has held it in 7 quarters since.
South Shore Capital Advisors's iShares Select U.S. REIT ETF position peaked at $506K in Q4 2021.
351 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q3 2022.

Based on South Shore Capital Advisors's 13F filing for Q3 2022, filed 17 Oct 2022.