True North Advisors’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
Q2
Sell
-4,117
Closed -$229K 224
2023
Q1
$229K Buy
+4,117
New +$234K 0.07% 175

Other funds holding ICF

True North Advisors's ICF Position: Q2 2023 in Review

True North Advisors sold out of iShares Select U.S. REIT ETF (ICF) in Q2 2023, closing a stake of 4,117 shares — an estimated $229K sold.

True North Advisors first reported a position in ICF in Q1 2023 and held it in 1 quarter. The position peaked at $229K in Q1 2023. 335 funds tracked by Wall St. Rank hold ICF as of Q2 2023.

  • True North Advisors reported no remaining iShares Select U.S. REIT ETF position as of Q2 2023 after selling out during the quarter.
  • True North Advisors sold 4,117 iShares Select U.S. REIT ETF shares in Q2 2023, an estimated $229K.
  • True North Advisors first reported a position in iShares Select U.S. REIT ETF in Q1 2023 and held it in 1 quarter.
  • True North Advisors's iShares Select U.S. REIT ETF position peaked at $229K in Q1 2023.
  • 335 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2023.

Based on True North Advisors's 13F filing for Q2 2023, filed 10 Aug 2023.