USCA RIA’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
2021
Q2
$682K Sell
10,436
-5,500
-35% -$346K 0.04% 351
2021
Q1
$921K Hold
15,936
0.06% 305
2020
Q4
$859K Buy
+15,936
New +$843K 0.06% 251

Other funds holding ICF

USCA RIA's ICF Position: Q2 2021 in Review

USCA RIA reduced its iShares Select U.S. REIT ETF (ICF) stake by 35% in Q2 2021, selling an estimated $346K and leaving 10,436 shares worth $682K. The position accounts for 0.04% of the portfolio, ranked #351.

USCA RIA first reported a position in ICF in Q4 2020 and has held it in 3 quarters since. The position peaked at $921K in Q1 2021. 345 funds tracked by Wall St. Rank hold ICF as of Q2 2021.

  • USCA RIA held 10,436 shares of iShares Select U.S. REIT ETF worth $682K as of Q2 2021.
  • USCA RIA sold 5,500 iShares Select U.S. REIT ETF shares in Q2 2021, an estimated $346K.
  • iShares Select U.S. REIT ETF made up 0.04% of USCA RIA's portfolio in Q2 2021, its #351 holding.
  • USCA RIA first reported a position in iShares Select U.S. REIT ETF in Q4 2020 and has held it in 3 quarters since.
  • USCA RIA's iShares Select U.S. REIT ETF position peaked at $921K in Q1 2021.
  • 345 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2021.

Based on USCA RIA's 13F filing for Q2 2021, filed 28 Jul 2021.