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TS Financial Group (TSFG)’s iShares Select U.S. REIT ETF ICF Stock Holding History

TS Financial Group (TSFG)’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 		– Sell
-99
Closed -$7K – 773
2024
Q3 		$7K Buy
+99
New +$6.18K ﹤0.01% 542

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

TS Financial Group (TSFG)'s ICF Position: Q4 2024 in Review

TS Financial Group (TSFG) sold out of iShares Select U.S. REIT ETF (ICF) in Q4 2024, closing a stake of 99 shares — an estimated $7K sold.

TS Financial Group (TSFG) first reported a position in ICF in Q3 2024 and held it in 1 quarter. The position peaked at $7K in Q3 2024. 371 funds tracked by Wall St. Rank hold ICF as of Q4 2024.

  • TS Financial Group (TSFG) reported no remaining iShares Select U.S. REIT ETF position as of Q4 2024 after selling out during the quarter.
  • TS Financial Group (TSFG) sold 99 iShares Select U.S. REIT ETF shares in Q4 2024, an estimated $7K.
  • TS Financial Group (TSFG) first reported a position in iShares Select U.S. REIT ETF in Q3 2024 and held it in 1 quarter.
  • TS Financial Group (TSFG)'s iShares Select U.S. REIT ETF position peaked at $7K in Q3 2024.
  • 371 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q4 2024.

Based on TS Financial Group (TSFG)'s 13F filing for Q4 2024, filed 13 Jan 2025.