GJIA
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Glass Jacobson Investment Advisors’s iShares Select U.S. REIT ETF ICF Stock Holding History

Glass Jacobson Investment 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
2026
Q1 		$233K Hold
3,772
– – 0.08% 174
2025
Q4 		$225K Hold
3,772
– – 0.08% 174
2025
Q3 		$232K Hold
3,772
– – 0.08% 173
2025
Q2 		$231K Hold
3,772
– – 0.09% 173
2025
Q1 		$227K Hold
3,772
– – 0.07% 223
2024
Q4 		$227K Sell
3,772
-258
-6% -$16.5K 0.07% 223
2024
Q3 		$266K Hold
4,030
– – 0.09% 200
2024
Q2 		$231K Sell
4,030
-1,695
-30% -$94K 0.08% 200
2024
Q1 		$330K Sell
5,725
-505
-8% -$28.8K 0.12% 170
2023
Q4 		$366K Hold
6,230
– – 0.15% 153
2023
Q3 		$312K Hold
6,230
– – 0.14% 156
2023
Q2 		$346K Buy
+6,230
New +$339K 0.16% 154
2022
Q4 		$355K Buy
+6,480
New +$354K 0.18% 150

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 $1.47T 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
FIA
Foundations Investment Advisors Phoenix, Arizona $8.06B AUM 24.97% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B 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
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return