Ten Capital Wealth Advisors’s iShares Select U.S. REIT ETF ICF Stock Holding History

Ten Capital Wealth Advisors’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	$352K	Sell	6,340 -472	-7%	-$25.7K	0.1%	81
2023 Q1	$378K	Sell	6,812 -960	-12%	-$54.6K	0.12%	56
2022 Q4	$426K	Sell	7,772 -1,109	-12%	-$60.6K	0.17%	47
2022 Q3	$477K	Sell	8,881 -194	-2%	-$12.1K	0.22%	45
2022 Q2	$551K	Sell	9,075 -101	-1%	-$6.64K	0.24%	44
2022 Q1	$652K	Buy	9,176 +3	+0%	+$207	0.27%	37
2021 Q4	$698K	Buy	9,173 +2,348	+34%	+$166K	0.28%	36
2021 Q3	$446K	Sell	6,825 -33,962	-83%	-$2.33M	0.21%	39
2021 Q2	$2.67M	Buy	40,787 +12,911	+46%	+$811K	0.6%	41
2021 Q1	$1.61M	Buy	27,876 +26,380	+1,763%	+$1.45M	0.39%	63
2020 Q4	$81K	Buy	+1,496	New	+$79.2K	0.02%	143

Other funds holding ICF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

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

Ten Capital Wealth Advisors's ICF Position: Q2 2023 in Review

Ten Capital Wealth Advisors reduced its iShares Select U.S. REIT ETF (ICF) stake by 6.9% in Q2 2023, selling an estimated $25.7K and leaving 6,340 shares worth $352K. The position accounts for 0.1% of the portfolio, ranked #81.

Ten Capital Wealth Advisors first reported a position in ICF in Q4 2020 and has held it in 11 quarters since. The position peaked at $2.67M in Q2 2021. 335 funds tracked by Wall St. Rank hold ICF as of Q2 2023.

Ten Capital Wealth Advisors held 6,340 shares of iShares Select U.S. REIT ETF worth $352K as of Q2 2023.
Ten Capital Wealth Advisors sold 472 iShares Select U.S. REIT ETF shares in Q2 2023, an estimated $25.7K.
iShares Select U.S. REIT ETF made up 0.1% of Ten Capital Wealth Advisors's portfolio in Q2 2023, its #81 holding.
Ten Capital Wealth Advisors first reported a position in iShares Select U.S. REIT ETF in Q4 2020 and has held it in 11 quarters since.
Ten Capital Wealth Advisors's iShares Select U.S. REIT ETF position peaked at $2.67M in Q2 2021.
335 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.