Castleview Partners’s iShares Select U.S. REIT ETF ICF Stock Holding History

Castleview Partners’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 Q1	–	Sell	-1,631	Closed	-$97.3K	–	348
2024 Q4	$97.3K	Buy	1,631 +13	+0.8%	+$829	0.05%	257
2024 Q3	$107K	Sell	1,618 -41	-2%	-$2.56K	0.06%	222
2024 Q2	$95K	Buy	1,659 +7	+0.4%	+$388	0.05%	244
2024 Q1	$95.3K	Buy	1,652 +7	+0.4%	+$399	0.05%	259
2023 Q4	$96.6K	Buy	+1,645	New	+$87K	0.07%	210
2023 Q2	–	Sell	-5	Closed	-$310	–	703
2023 Q1	$310	Sell	5 -1	-17%	-$57	﹤0.01%	651
2022 Q4	$307	Hold	6	–	–	﹤0.01%	600
2022 Q3	$0	Sell	6 -2,873	-100%	-$179K	﹤0.01%	672
2022 Q2	$488K	Buy	2,879 +2,874	+57,480%	+$189K	0.39%	55
2022 Q1	$0	Buy	+5	New	+$344	﹤0.01%	847
2021 Q2	$107K	Buy	+1,642	New	+$103K	0.05%	276

Other funds holding ICF

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

CWM

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 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

Castleview Partners's ICF Position: Q1 2025 in Review

Castleview Partners sold out of iShares Select U.S. REIT ETF (ICF) in Q1 2025, closing a stake of 1,631 shares — an estimated $97.3K sold.

Castleview Partners first reported a position in ICF in Q2 2021 and held it in 11 quarters. The position peaked at $488K in Q2 2022. 360 funds tracked by Wall St. Rank hold ICF as of Q1 2025.

Castleview Partners reported no remaining iShares Select U.S. REIT ETF position as of Q1 2025 after selling out during the quarter.
Castleview Partners sold 1,631 iShares Select U.S. REIT ETF shares in Q1 2025, an estimated $97.3K.
Castleview Partners first reported a position in iShares Select U.S. REIT ETF in Q2 2021 and held it in 11 quarters.
Castleview Partners's iShares Select U.S. REIT ETF position peaked at $488K in Q2 2022.
360 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.