True Capital Management’s iShares Select U.S. REIT ETF ICF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$286K Sell
5,143
-77
-1% -$4.38K 0.2% 98
2022
Q4
$286K Buy
+5,220
New +$285K 0.23% 94

Other funds holding ICF

True Capital Management's ICF Position: Q1 2023 in Review

True Capital Management reduced its iShares Select U.S. REIT ETF (ICF) stake by 1.5% in Q1 2023, selling an estimated $4.38K and leaving 5,143 shares worth $286K. The position accounts for 0.2% of the portfolio, ranked #98.

True Capital Management first reported a position in ICF in Q4 2022 and has held it in 2 quarters since. The position peaked at $286K in Q4 2022. 347 funds tracked by Wall St. Rank hold ICF as of Q1 2023.

  • True Capital Management held 5,143 shares of iShares Select U.S. REIT ETF worth $286K as of Q1 2023.
  • True Capital Management sold 77 iShares Select U.S. REIT ETF shares in Q1 2023, an estimated $4.38K.
  • iShares Select U.S. REIT ETF made up 0.2% of True Capital Management's portfolio in Q1 2023, its #98 holding.
  • True Capital Management first reported a position in iShares Select U.S. REIT ETF in Q4 2022 and has held it in 2 quarters since.
  • True Capital Management's iShares Select U.S. REIT ETF position peaked at $286K in Q4 2022.
  • 347 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q1 2023.

Based on True Capital Management's 13F filing for Q1 2023, filed 2 May 2023.