SPC Financial Inc’s iShares Select U.S. REIT ETF ICF Stock Holding History

SPC Financial Inc’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	-2,960	Closed	-$210K	–	196
2022 Q1	$210K	Buy	2,960 +71	+2%	+$4.89K	0.02%	184
2021 Q4	$220K	Buy	+2,889	New	+$204K	0.02%	180
2015 Q3	–	Sell	-90,960	Closed	-$4.08M	–	112
2015 Q2	$4.08M	Sell	90,960 -4,060	-4%	-$194K	1.14%	26
2015 Q1	$4.8M	Buy	+95,020	New	+$4.84M	1.32%	27
2013 Q4	–	Sell	-6,500	Closed	-$250K	–	103
2013 Q3	$250K	Sell	6,500 -153,398	-96%	-$6.08M	0.09%	91
2013 Q2	$6.45M	Buy	+159,898	New	+$6.8M	2.49%	7

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

SPC Financial Inc's ICF Position: Q2 2022 in Review

SPC Financial Inc sold out of iShares Select U.S. REIT ETF (ICF) in Q2 2022, closing a stake of 2,960 shares — an estimated $210K sold.

SPC Financial Inc first reported a position in ICF in Q2 2013 and held it in 6 quarters. The position peaked at $6.45M in Q2 2013. 392 funds tracked by Wall St. Rank hold ICF as of Q2 2022.

SPC Financial Inc reported no remaining iShares Select U.S. REIT ETF position as of Q2 2022 after selling out during the quarter.
SPC Financial Inc sold 2,960 iShares Select U.S. REIT ETF shares in Q2 2022, an estimated $210K.
SPC Financial Inc first reported a position in iShares Select U.S. REIT ETF in Q2 2013 and held it in 6 quarters.
SPC Financial Inc's iShares Select U.S. REIT ETF position peaked at $6.45M in Q2 2013.
392 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2022.

Based on SPC Financial Inc's 13F filing for Q2 2022, filed 3 Aug 2022.