Tyler-Stone Wealth Management’s iShares Select U.S. REIT ETF ICF Stock Holding History

Tyler-Stone Wealth 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 Q3	–	Sell	-278	Closed	-$15.9K	–	590
2024 Q2	$15.9K	Hold	278	–	–	0.01%	567
2024 Q1	$16K	Hold	278	–	–	0.01%	562
2023 Q4	$16.3K	Buy	278 +138	+99%	+$7.29K	0.01%	546
2023 Q3	$7K	Sell	140 -442	-76%	-$24.2K	﹤0.01%	667
2023 Q2	$32K	Buy	+582	New	+$31.7K	0.02%	409
2022 Q4	$32K	Hold	582	–	–	0.02%	377
2022 Q3	$31K	Hold	582	–	–	0.02%	363
2022 Q2	$35K	Hold	582	–	–	0.02%	368
2022 Q1	$41K	Hold	582	–	–	0.02%	365
2021 Q4	$44K	Buy	+582	New	+$41.1K	0.02%	378

Other funds holding ICF

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return

Tyler-Stone Wealth Management's ICF Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of iShares Select U.S. REIT ETF (ICF) in Q3 2024, closing a stake of 278 shares — an estimated $15.9K sold.

Tyler-Stone Wealth Management first reported a position in ICF in Q4 2021 and held it in 10 quarters. The position peaked at $44K in Q4 2021. 352 funds tracked by Wall St. Rank hold ICF as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining iShares Select U.S. REIT ETF position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 278 iShares Select U.S. REIT ETF shares in Q3 2024, an estimated $15.9K.
Tyler-Stone Wealth Management first reported a position in iShares Select U.S. REIT ETF in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's iShares Select U.S. REIT ETF position peaked at $44K in Q4 2021.
352 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.