Tallon Kerry Patrick’s iShares Select U.S. REIT ETF ICF Stock Holding History

Tallon Kerry Patrick’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 Q4	$301K	Buy	+5,045	New	+$322K	0.29%	61

Other funds holding ICF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Tallon Kerry Patrick's ICF Position: Q4 2024 in Review

Tallon Kerry Patrick opened a new position in iShares Select U.S. REIT ETF (ICF) in Q4 2024: 5,045 shares worth $301K. The stake represents 0.29% of the portfolio and ranks #61 among its holdings.

371 funds tracked by Wall St. Rank hold ICF as of Q4 2024.

Tallon Kerry Patrick held 5,045 shares of iShares Select U.S. REIT ETF worth $301K as of Q4 2024.
iShares Select U.S. REIT ETF was a new Tallon Kerry Patrick position in Q4 2024.
iShares Select U.S. REIT ETF made up 0.29% of Tallon Kerry Patrick's portfolio in Q4 2024, its #61 holding.
371 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q4 2024.

Based on Tallon Kerry Patrick's 13F filing for Q4 2024, filed 15 Jan 2025.