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Strengthening Families & Communities LLC’s iShares Select U.S. REIT ETF ICF Stock Holding History

Strengthening Families & Communities LLC’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
Q3 		– Sell
-231
Closed -$13K – 594
2024
Q2 		$13K Buy
+231
New +$12.8K ﹤0.01% 358

Other funds holding ICF

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return

Strengthening Families & Communities LLC's ICF Position: Q3 2024 in Review

Strengthening Families & Communities LLC sold out of iShares Select U.S. REIT ETF (ICF) in Q3 2024, closing a stake of 231 shares — an estimated $13K sold.

Strengthening Families & Communities LLC first reported a position in ICF in Q2 2024 and held it in 1 quarter. The position peaked at $13K in Q2 2024. 352 funds tracked by Wall St. Rank hold ICF as of Q3 2024.

  • Strengthening Families & Communities LLC reported no remaining iShares Select U.S. REIT ETF position as of Q3 2024 after selling out during the quarter.
  • Strengthening Families & Communities LLC sold 231 iShares Select U.S. REIT ETF shares in Q3 2024, an estimated $13K.
  • Strengthening Families & Communities LLC first reported a position in iShares Select U.S. REIT ETF in Q2 2024 and held it in 1 quarter.
  • Strengthening Families & Communities LLC's iShares Select U.S. REIT ETF position peaked at $13K in Q2 2024.
  • 352 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q3 2024.

Based on Strengthening Families & Communities LLC's 13F filing for Q3 2024, filed 7 Nov 2024.