Csenge Advisory Group’s iShares Select U.S. REIT ETF ICF Stock Holding History

Csenge Advisory Group’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	-5,747	Closed	-$346K	–	699
2024 Q4	$346K	Hold	5,747	–	–	0.02%	518
2024 Q3	$368K	Hold	5,747	–	–	0.02%	503
2024 Q2	$329K	Hold	5,747	–	–	0.02%	504
2024 Q1	$332K	Hold	5,747	–	–	0.02%	524
2023 Q4	$338K	Hold	5,747	–	–	0.02%	497
2023 Q3	$288K	Hold	5,747	–	–	0.02%	500
2023 Q2	$319K	Hold	5,747	–	–	0.02%	482
2023 Q1	$319K	Hold	5,747	–	–	0.02%	460
2022 Q4	$315K	Sell	5,747 -1,948	-25%	-$107K	0.02%	453
2022 Q3	$413K	Buy	7,695 +1,948	+34%	+$121K	0.03%	382
2022 Q2	$349K	Buy	5,747 +545	+10%	+$35.8K	0.03%	416
2022 Q1	$369K	Buy	5,202 +14	+0.3%	+$964	0.03%	445
2021 Q4	$340K	Hold	5,188	–	–	0.03%	429
2021 Q3	$343K	Hold	5,188	–	–	0.03%	444
2021 Q2	$340K	Buy	+5,188	New	+$326K	0.03%	430

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

Csenge Advisory Group's ICF Position: Q1 2025 in Review

Csenge Advisory Group sold out of iShares Select U.S. REIT ETF (ICF) in Q1 2025, closing a stake of 5,747 shares — an estimated $346K sold.

Csenge Advisory Group first reported a position in ICF in Q2 2021 and held it in 15 quarters. The position peaked at $413K in Q3 2022. 360 funds tracked by Wall St. Rank hold ICF as of Q1 2025.

Csenge Advisory Group reported no remaining iShares Select U.S. REIT ETF position as of Q1 2025 after selling out during the quarter.
Csenge Advisory Group sold 5,747 iShares Select U.S. REIT ETF shares in Q1 2025, an estimated $346K.
Csenge Advisory Group first reported a position in iShares Select U.S. REIT ETF in Q2 2021 and held it in 15 quarters.
Csenge Advisory Group's iShares Select U.S. REIT ETF position peaked at $413K in Q3 2022.
360 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q1 2025.

Based on Csenge Advisory Group's 13F filing for Q1 2025, filed 5 May 2025.