WR Wealth Planners’s iShares Select U.S. REIT ETF ICF Stock Holding History

WR Wealth Planners’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 Q4	$12.1K	Hold	200	–	–	﹤0.01%	568
2024 Q3	$13.2K	Hold	200	–	–	﹤0.01%	586
2024 Q2	$11.5K	Hold	200	–	–	﹤0.01%	567
2024 Q1	$11.5K	Buy	+200	New	+$11.4K	﹤0.01%	570
2023 Q4	–	Sell	-200	Closed	-$10K	–	495
2023 Q3	$10K	Hold	200	–	–	﹤0.01%	561
2023 Q2	$11.1K	Hold	200	–	–	﹤0.01%	531
2023 Q1	$11.1K	Hold	200	–	–	﹤0.01%	523
2022 Q4	$11K	Hold	200	–	–	0.01%	258
2022 Q3	$10.7K	Hold	200	–	–	0.01%	255
2022 Q2	$12.2K	Hold	200	–	–	0.01%	266
2022 Q1	$14.2K	Buy	+200	New	+$13.8K	0.01%	265

Other funds holding ICF

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

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

WR Wealth Planners's ICF Position: Q4 2024 in Review

WR Wealth Planners held its iShares Select U.S. REIT ETF (ICF) position steady in Q4 2024 at 200 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #568.

WR Wealth Planners first reported a position in ICF in Q1 2022 and has held it in 11 quarters since. The position peaked at $14.2K in Q1 2022. 371 funds tracked by Wall St. Rank hold ICF as of Q4 2024.

WR Wealth Planners held 200 shares of iShares Select U.S. REIT ETF worth $12.1K as of Q4 2024.
WR Wealth Planners left its iShares Select U.S. REIT ETF share count unchanged in Q4 2024.
iShares Select U.S. REIT ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #568 holding.
WR Wealth Planners first reported a position in iShares Select U.S. REIT ETF in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's iShares Select U.S. REIT ETF position peaked at $14.2K in Q1 2022.
371 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.