WIA
ICF icon

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

Wetzel 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
2024
Q3 		– Sell
-941
Closed -$54.3K – 469
2024
Q2 		$54.3K Hold
941
– – 0.03% 229
2024
Q1 		$49.6K Buy
941
+228
+32% +$13K 0.03% 252
2023
Q4 		$42K Buy
+713
New +$37.7K 0.03% 262

Other funds holding ICF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
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
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Cetera Investment Advisers
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

Wetzel Investment Advisors's ICF Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of iShares Select U.S. REIT ETF (ICF) in Q3 2024, closing a stake of 941 shares — an estimated $54.3K sold.

Wetzel Investment Advisors first reported a position in ICF in Q4 2023 and held it in 3 quarters. The position peaked at $54.3K in Q2 2024. 352 funds tracked by Wall St. Rank hold ICF as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining iShares Select U.S. REIT ETF position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 941 iShares Select U.S. REIT ETF shares in Q3 2024, an estimated $54.3K.
  • Wetzel Investment Advisors first reported a position in iShares Select U.S. REIT ETF in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's iShares Select U.S. REIT ETF position peaked at $54.3K in Q2 2024.
  • 352 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.