Western Wealth Management’s iShares Select U.S. REIT ETF ICF Stock Holding History

Western 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
2020 Q1	–	Sell	-3,466	Closed	-$203K	–	391
2019 Q4	$203K	Hold	3,466	–	–	0.03%	386
2019 Q3	$207K	Buy	+3,466	New	+$203K	0.04%	365

Other funds holding ICF

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

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

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

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

CFB

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

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Western Wealth Management's ICF Position: Q1 2020 in Review

Western Wealth Management sold out of iShares Select U.S. REIT ETF (ICF) in Q1 2020, closing a stake of 3,466 shares — an estimated $203K sold.

Western Wealth Management first reported a position in ICF in Q3 2019 and held it in 2 quarters. The position peaked at $207K in Q3 2019. 313 funds tracked by Wall St. Rank hold ICF as of Q1 2020.

Western Wealth Management reported no remaining iShares Select U.S. REIT ETF position as of Q1 2020 after selling out during the quarter.
Western Wealth Management sold 3,466 iShares Select U.S. REIT ETF shares in Q1 2020, an estimated $203K.
Western Wealth Management first reported a position in iShares Select U.S. REIT ETF in Q3 2019 and held it in 2 quarters.
Western Wealth Management's iShares Select U.S. REIT ETF position peaked at $207K in Q3 2019.
313 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q1 2020.

Based on Western Wealth Management's 13F filing for Q1 2020, filed 27 Apr 2020.