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Concourse Financial Group Securities’s iShares Select U.S. REIT ETF ICF Stock Holding History

Concourse Financial Group Securities’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
-1,028
Closed -$62.1K – 977
2024
Q4 		$62.1K Hold
1,028
– – ﹤0.01% 1123
2024
Q3 		$67.8K Hold
1,028
– – ﹤0.01% 1067
2024
Q2 		$58.9K Hold
1,028
– – ﹤0.01% 1113
2024
Q1 		$59.3K Hold
1,028
– – ﹤0.01% 1114
2023
Q4 		$60.4K Hold
1,028
– – ﹤0.01% 1070
2023
Q3 		$52.2K Hold
1,028
– – ﹤0.01% 1067
2023
Q2 		$57.1K Hold
1,028
– – ﹤0.01% 1044
2023
Q1 		$57.1K Hold
1,028
– – ﹤0.01% 1047
2022
Q4 		$56.4K Hold
1,028
– – ﹤0.01% 1025
2022
Q3 		$55K Hold
1,028
– – 0.01% 921
2022
Q2 		$62K Hold
1,028
– – 0.01% 997
2022
Q1 		$73K Sell
1,028
-1,698
-62% -$117K 0.01% 991
2021
Q4 		$207K Hold
2,726
– – 0.01% 717
2021
Q3 		$178K Sell
2,726
-11,782
-81% -$807K 0.01% 756
2021
Q2 		$948K Sell
14,508
-214
-1% -$13.4K 0.06% 311
2021
Q1 		$851K Buy
14,722
+527
+4% +$29K 0.06% 305
2020
Q4 		$765K Sell
14,195
-2,343
-14% -$124K 0.06% 294
2020
Q3 		$844K Buy
16,538
+3,066
+23% +$159K 0.07% 224
2020
Q2 		$680K Buy
13,472
+1,636
+14% +$80.5K 0.07% 238
2020
Q1 		$542K Sell
11,836
-1,560
-12% -$87.3K 0.06% 237
2019
Q4 		$784K Buy
13,396
+9,656
+258% +$568K 0.08% 206
2019
Q3 		$224K Sell
3,740
-1,484
-28% -$86.8K 0.06% 264
2019
Q2 		$294K Sell
5,224
-92
-2% -$5.17K 0.03% 367
2019
Q1 		$295K Buy
5,316
+2,490
+88% +$131K 0.03% 374
2018
Q4 		$135K Buy
2,826
+1,736
+159% +$86.6K 0.02% 544
2018
Q3 		$55K Buy
+1,090
New +$55.3K 0.02% 571

Other funds holding ICF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 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

Concourse Financial Group Securities's ICF Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of iShares Select U.S. REIT ETF (ICF) in Q1 2025, closing a stake of 1,028 shares — an estimated $62.1K sold.

Concourse Financial Group Securities first reported a position in ICF in Q3 2018 and held it in 26 quarters. The position peaked at $948K in Q2 2021. 360 funds tracked by Wall St. Rank hold ICF as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining iShares Select U.S. REIT ETF position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 1,028 iShares Select U.S. REIT ETF shares in Q1 2025, an estimated $62.1K.
  • Concourse Financial Group Securities first reported a position in iShares Select U.S. REIT ETF in Q3 2018 and held it in 26 quarters.
  • Concourse Financial Group Securities's iShares Select U.S. REIT ETF position peaked at $948K in Q2 2021.
  • 360 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.