Advisor Resource Council’s iShares Select U.S. REIT ETF ICF Stock Holding History

Advisor Resource Council’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
2025 Q2	–	Sell	-3,488	Closed	-$215K	–	361
2025 Q1	$215K	Buy	+3,488	New	+$213K	0.02%	539
2024 Q1	–	Sell	-3,488	Closed	-$205K	–	357
2023 Q4	$205K	Buy	+3,488	New	+$184K	0.02%	450
2022 Q3	–	Sell	-6,188	Closed	-$376K	–	301
2022 Q2	$376K	Buy	+6,188	New	+$407K	0.03%	335
2022 Q1	–	Sell	-6,352	Closed	-$483K	–	349
2021 Q4	$483K	Buy	+6,352	New	+$449K	0.04%	336
2021 Q3	–	Sell	-6,722	Closed	-$439K	–	328
2021 Q2	$439K	Buy	+6,722	New	+$422K	0.05%	325

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

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

CWM

Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Advisor Resource Council's ICF Position: Q2 2025 in Review

Advisor Resource Council sold out of iShares Select U.S. REIT ETF (ICF) in Q2 2025, closing a stake of 3,488 shares — an estimated $215K sold.

Advisor Resource Council first reported a position in ICF in Q2 2021 and held it in 5 quarters. The position peaked at $483K in Q4 2021. 348 funds tracked by Wall St. Rank hold ICF as of Q2 2025.

Advisor Resource Council reported no remaining iShares Select U.S. REIT ETF position as of Q2 2025 after selling out during the quarter.
Advisor Resource Council sold 3,488 iShares Select U.S. REIT ETF shares in Q2 2025, an estimated $215K.
Advisor Resource Council first reported a position in iShares Select U.S. REIT ETF in Q2 2021 and held it in 5 quarters.
Advisor Resource Council's iShares Select U.S. REIT ETF position peaked at $483K in Q4 2021.
348 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.