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WealthPLAN Partners’s iShares Select U.S. REIT ETF ICF Stock Holding History

WealthPLAN Partners’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
Q3 		– Sell
-100
Closed -$5.56K – 676
2023
Q2 		$5.56K Hold
100
– – ﹤0.01% 887
2023
Q1 		$5.55K Buy
+100
New +$5.69K ﹤0.01% 983

Other funds holding ICF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

WealthPLAN Partners's ICF Position: Q3 2023 in Review

WealthPLAN Partners sold out of iShares Select U.S. REIT ETF (ICF) in Q3 2023, closing a stake of 100 shares — an estimated $5.56K sold.

WealthPLAN Partners first reported a position in ICF in Q1 2023 and held it in 2 quarters. The position peaked at $5.56K in Q2 2023. 321 funds tracked by Wall St. Rank hold ICF as of Q3 2023.

  • WealthPLAN Partners reported no remaining iShares Select U.S. REIT ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 100 iShares Select U.S. REIT ETF shares in Q3 2023, an estimated $5.56K.
  • WealthPLAN Partners first reported a position in iShares Select U.S. REIT ETF in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's iShares Select U.S. REIT ETF position peaked at $5.56K in Q2 2023.
  • 321 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.