Vickerman Investment Advisors’s iShares Select U.S. REIT ETF ICF Stock Holding History

Vickerman Investment Advisors’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
2023 Q2	–	Sell	-4,792	Closed	-$266K	–	68
2023 Q1	$266K	Sell	4,792 -23,578	-83%	-$1.34M	0.11%	65
2022 Q4	$1.56M	Sell	28,370 -14,525	-34%	-$794K	0.71%	46
2022 Q3	$2.3M	Buy	42,895 +2,491	+6%	+$155K	1.11%	37
2022 Q2	$2.46M	Buy	40,404 +2,631	+7%	+$173K	1.16%	35
2022 Q1	$2.48M	Buy	37,773 +3,372	+10%	+$232K	1.1%	34
2021 Q4	$2.62M	Sell	34,401 -1,509	-4%	-$107K	1.06%	31
2021 Q3	$2.35M	Buy	+35,910	New	+$2.46M	0.94%	37

Other funds holding ICF

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

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

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Vickerman Investment Advisors's ICF Position: Q2 2023 in Review

Vickerman Investment Advisors sold out of iShares Select U.S. REIT ETF (ICF) in Q2 2023, closing a stake of 4,792 shares — an estimated $266K sold.

Vickerman Investment Advisors first reported a position in ICF in Q3 2021 and held it in 7 quarters. The position peaked at $2.62M in Q4 2021. 335 funds tracked by Wall St. Rank hold ICF as of Q2 2023.

Vickerman Investment Advisors reported no remaining iShares Select U.S. REIT ETF position as of Q2 2023 after selling out during the quarter.
Vickerman Investment Advisors sold 4,792 iShares Select U.S. REIT ETF shares in Q2 2023, an estimated $266K.
Vickerman Investment Advisors first reported a position in iShares Select U.S. REIT ETF in Q3 2021 and held it in 7 quarters.
Vickerman Investment Advisors's iShares Select U.S. REIT ETF position peaked at $2.62M in Q4 2021.
335 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2023.

Based on Vickerman Investment Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.