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

Bristlecone 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
2025
Q3 		– Sell
-386
Closed -$23.6K – 256
2025
Q2 		$23.6K Buy
386
+2
+0.5% +$121 ﹤0.01% 270
2025
Q1 		$23.6K Buy
384
+2
+0.5% +$122 ﹤0.01% 331
2024
Q4 		$23K Buy
382
+3
+0.8% +$191 ﹤0.01% 327
2024
Q3 		$25K Buy
+379
New +$23.7K ﹤0.01% 333
2023
Q2 		– Sell
-363
Closed -$20.1K – 300
2023
Q1 		$20.1K Buy
+363
New +$20.6K ﹤0.01% 317
2017
Q4 		– Sell
-292
Closed -$15K – 200
2017
Q3 		$15K Buy
+292
New +$14.8K ﹤0.01% 250

Other funds holding ICF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bristlecone Advisors's ICF Position: Q3 2025 in Review

Bristlecone Advisors sold out of iShares Select U.S. REIT ETF (ICF) in Q3 2025, closing a stake of 386 shares — an estimated $23.6K sold.

Bristlecone Advisors first reported a position in ICF in Q3 2017 and held it in 6 quarters. The position peaked at $25K in Q3 2024. 338 funds tracked by Wall St. Rank hold ICF as of Q3 2025.

  • Bristlecone Advisors reported no remaining iShares Select U.S. REIT ETF position as of Q3 2025 after selling out during the quarter.
  • Bristlecone Advisors sold 386 iShares Select U.S. REIT ETF shares in Q3 2025, an estimated $23.6K.
  • Bristlecone Advisors first reported a position in iShares Select U.S. REIT ETF in Q3 2017 and held it in 6 quarters.
  • Bristlecone Advisors's iShares Select U.S. REIT ETF position peaked at $25K in Q3 2024.
  • 338 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.