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

AllSquare 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
2025 Q3	$12.3K	Buy	200 +1	+0.5%	+$61	0.01%	369
2025 Q2	$12.2K	Buy	199 +1	+0.5%	+$61	0.01%	363
2025 Q1	$12.2K	Buy	198 +1	+0.5%	+$61	0.01%	361
2024 Q4	$11.9K	Buy	197 +2	+1%	+$128	0.01%	362
2024 Q3	$12.9K	Buy	195 +2	+1%	+$125	0.01%	360
2024 Q2	$11.1K	Hold	193	–	–	0.01%	363
2024 Q1	$11.1K	Buy	193 +1	+0.5%	+$57	0.01%	366
2023 Q4	$11.3K	Buy	192 +4	+2%	+$211	0.01%	359
2023 Q3	$9.41K	Buy	188 +1	+0.5%	+$55	0.01%	372
2023 Q2	$9.87K	Hold	187	–	–	0.01%	374
2023 Q1	$10.4K	Buy	187 +1	+0.5%	+$57	0.01%	369
2022 Q4	$10.2K	Buy	186 +2	+1%	+$109	0.01%	360
2022 Q3	$10K	Buy	184 +1	+0.5%	+$62	0.01%	356
2022 Q2	$11K	Buy	183 +1	+0.5%	+$66	0.01%	356
2022 Q1	$13K	Buy	182 +1	+0.6%	+$69	0.01%	355
2021 Q4	$14K	Buy	181 +57	+46%	+$4.03K	0.01%	355
2021 Q3	$8K	Hold	124	–	–	﹤0.01%	388
2021 Q2	$8K	Hold	124	–	–	﹤0.01%	405
2021 Q1	$7K	Hold	124	–	–	﹤0.01%	400
2020 Q4	$7K	Hold	124	–	–	﹤0.01%	370
2020 Q3	$6K	Hold	124	–	–	﹤0.01%	374
2020 Q2	$6K	Hold	124	–	–	﹤0.01%	376
2020 Q1	$6K	Buy	124 +22	+22%	+$1.23K	0.01%	350
2019 Q4	$6K	Hold	102	–	–	﹤0.01%	365
2019 Q3	$6K	Hold	102	–	–	﹤0.01%	366
2019 Q2	$6K	Hold	102	–	–	﹤0.01%	380
2019 Q1	$6K	Hold	102	–	–	﹤0.01%	377
2018 Q4	$5K	Hold	102	–	–	﹤0.01%	378
2018 Q3	$5K	Hold	102	–	–	﹤0.01%	405
2018 Q2	$5K	Hold	102	–	–	﹤0.01%	402
2018 Q1	$5K	Hold	102	–	–	﹤0.01%	327
2017 Q4	$5K	Hold	102	–	–	﹤0.01%	329
2017 Q3	$5K	Buy	+102	New	+$5.17K	﹤0.01%	309
2017 Q2	–	Sell	-102	Closed	-$5K	–	267
2017 Q1	$5K	Hold	102	–	–	﹤0.01%	301
2016 Q4	$5K	Hold	102	–	–	﹤0.01%	276
2016 Q3	$5K	Hold	102	–	–	﹤0.01%	264
2016 Q2	$6K	Hold	102	–	–	0.01%	232
2016 Q1	$5K	Hold	102	–	–	0.01%	248
2015 Q4	$5K	Hold	102	–	–	0.01%	248
2015 Q3	$5K	Hold	102	–	–	0.01%	252
2015 Q2	$5K	Hold	102	–	–	﹤0.01%	272
2015 Q1	$5K	Hold	102	–	–	﹤0.01%	272
2014 Q4	$5K	Buy	+102	New	+$4.76K	﹤0.01%	270

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

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

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AllSquare Wealth Management's ICF Position: Q3 2025 in Review

AllSquare Wealth Management increased its iShares Select U.S. REIT ETF (ICF) stake by 0.5% in Q3 2025, buying an estimated $61 and bringing the position to 200 shares worth $12.3K. The position accounts for 0.01% of the portfolio, ranked #369.

AllSquare Wealth Management first reported a position in ICF in Q4 2014 and has held it in 43 quarters since. The position peaked at $14K in Q4 2021. 338 funds tracked by Wall St. Rank hold ICF as of Q3 2025.

AllSquare Wealth Management held 200 shares of iShares Select U.S. REIT ETF worth $12.3K as of Q3 2025.
AllSquare Wealth Management bought 1 iShares Select U.S. REIT ETF share in Q3 2025, an estimated $61.
iShares Select U.S. REIT ETF made up 0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #369 holding.
AllSquare Wealth Management first reported a position in iShares Select U.S. REIT ETF in Q4 2014 and has held it in 43 quarters since.
AllSquare Wealth Management's iShares Select U.S. REIT ETF position peaked at $14K in Q4 2021.
338 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.