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Syverson Strege & Co’s iShares Select U.S. REIT ETF ICF Stock Holding History

Syverson Strege & Co’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
2023
Q2 		– Sell
-20
Closed -$1.11K – 317
2023
Q1 		$1.11K Buy
+20
New +$1.14K ﹤0.01% 594

Other funds holding ICF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Syverson Strege & Co's ICF Position: Q2 2023 in Review

Syverson Strege & Co sold out of iShares Select U.S. REIT ETF (ICF) in Q2 2023, closing a stake of 20 shares — an estimated $1.11K sold.

Syverson Strege & Co first reported a position in ICF in Q1 2023 and held it in 1 quarter. The position peaked at $1.11K in Q1 2023. 335 funds tracked by Wall St. Rank hold ICF as of Q2 2023.

  • Syverson Strege & Co reported no remaining iShares Select U.S. REIT ETF position as of Q2 2023 after selling out during the quarter.
  • Syverson Strege & Co sold 20 iShares Select U.S. REIT ETF shares in Q2 2023, an estimated $1.11K.
  • Syverson Strege & Co first reported a position in iShares Select U.S. REIT ETF in Q1 2023 and held it in 1 quarter.
  • Syverson Strege & Co's iShares Select U.S. REIT ETF position peaked at $1.11K in Q1 2023.
  • 335 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.