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Summit Financial Strategies’s iShares Select U.S. REIT ETF ICF Stock Holding History

Summit Financial Strategies’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
2021
Q1 		– Sell
-4,921
Closed -$265K – 67
2020
Q4 		$265K Sell
4,921
-827
-14% -$43.8K 0.09% 70
2020
Q3 		$293K Sell
5,748
-102
-2% -$5.28K 0.12% 62
2020
Q2 		$295K Hold
5,850
– – 0.13% 58
2020
Q1 		$268K Sell
5,850
-4,626
-44% -$259K 0.15% 47
2019
Q4 		$613K Sell
10,476
-300
-3% -$17.6K 0.3% 24
2019
Q3 		$647K Sell
10,776
-1,464
-12% -$85.7K 0.31% 22
2019
Q2 		$689K Buy
12,240
+4,768
+64% +$268K 0.33% 20
2019
Q1 		$415K Sell
7,472
-4,666
-38% -$246K 0.21% 28
2018
Q4 		$581K Buy
12,138
+3,970
+49% +$198K 0.33% 25
2018
Q3 		$409K Sell
8,168
-102
-1% -$5.17K 0.19% 28
2018
Q2 		$413K Buy
8,270
+278
+3% +$13.2K 0.2% 26
2018
Q1 		$373K Buy
7,992
+464
+6% +$21.8K 0.19% 29
2017
Q4 		$381K Buy
7,528
+56
+0.7% +$2.85K 0.2% 30
2017
Q3 		$376K Sell
7,472
-1,306
-15% -$66.2K 0.22% 29
2017
Q2 		$444K Buy
8,778
+290
+3% +$14.6K 0.27% 27
2017
Q1 		$423K Buy
8,488
+102
+1% +$5.11K 0.31% 24
2016
Q4 		$418K Hold
8,386
– – 0.29% 25
2016
Q3 		$440K Sell
8,386
-386
-4% -$20.9K 0.31% 25
2016
Q2 		$475K Sell
8,772
-62
-0.7% -$3.19K 0.35% 23
2016
Q1 		$456K Sell
8,834
-570
-6% -$27.5K 0.33% 22
2015
Q4 		$467K Sell
9,404
-228
-2% -$11.1K 0.36% 22
2015
Q3 		$446K Sell
9,632
-440
-4% -$20.5K 0.37% 24
2015
Q2 		$451K Buy
10,072
+78
+0.8% +$3.74K 0.35% 26
2015
Q1 		$505K Sell
9,994
-1,848
-16% -$94.2K 0.41% 20
2014
Q4 		$573K Buy
+11,842
New +$552K 0.46% 23

Other funds holding ICF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

Summit Financial Strategies's ICF Position: Q1 2021 in Review

Summit Financial Strategies sold out of iShares Select U.S. REIT ETF (ICF) in Q1 2021, closing a stake of 4,921 shares — an estimated $265K sold.

Summit Financial Strategies first reported a position in ICF in Q4 2014 and held it in 25 quarters. The position peaked at $689K in Q2 2019. 332 funds tracked by Wall St. Rank hold ICF as of Q1 2021.

  • Summit Financial Strategies reported no remaining iShares Select U.S. REIT ETF position as of Q1 2021 after selling out during the quarter.
  • Summit Financial Strategies sold 4,921 iShares Select U.S. REIT ETF shares in Q1 2021, an estimated $265K.
  • Summit Financial Strategies first reported a position in iShares Select U.S. REIT ETF in Q4 2014 and held it in 25 quarters.
  • Summit Financial Strategies's iShares Select U.S. REIT ETF position peaked at $689K in Q2 2019.
  • 332 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q1 2021.

Based on Summit Financial Strategies's 13F filing for Q1 2021, filed 11 May 2021.