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Townsend Asset Management’s iShares Select U.S. REIT ETF ICF Stock Holding History

Townsend Asset Management’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
Q1 		– Sell
-60
Closed -$3.52K – 200
2023
Q4 		$3.52K Hold
60
– – ﹤0.01% 177
2023
Q3 		$3.01K Buy
60
+53
+757% +$2.9K ﹤0.01% 177
2023
Q2 		$389 Buy
+7
New +$381 ﹤0.01% 199

Other funds holding ICF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Townsend Asset Management's ICF Position: Q1 2024 in Review

Townsend Asset Management sold out of iShares Select U.S. REIT ETF (ICF) in Q1 2024, closing a stake of 60 shares — an estimated $3.52K sold.

Townsend Asset Management first reported a position in ICF in Q2 2023 and held it in 3 quarters. The position peaked at $3.52K in Q4 2023. 336 funds tracked by Wall St. Rank hold ICF as of Q1 2024.

  • Townsend Asset Management reported no remaining iShares Select U.S. REIT ETF position as of Q1 2024 after selling out during the quarter.
  • Townsend Asset Management sold 60 iShares Select U.S. REIT ETF shares in Q1 2024, an estimated $3.52K.
  • Townsend Asset Management first reported a position in iShares Select U.S. REIT ETF in Q2 2023 and held it in 3 quarters.
  • Townsend Asset Management's iShares Select U.S. REIT ETF position peaked at $3.52K in Q4 2023.
  • 336 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q1 2024.

Based on Townsend Asset Management's 13F filing for Q1 2024, filed 29 Apr 2024.