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Howe & Rusling’s iShares Select U.S. REIT ETF ICF Stock Holding History

Howe & Rusling’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 		$18.6K Hold
300
– – ﹤0.01% 409
2025
Q4 		$17.9K Sell
300
-294
-49% -$17.9K ﹤0.01% 411
2025
Q3 		$36.6K Hold
594
– – ﹤0.01% 365
2025
Q2 		$36.3K Buy
594
+294
+98% +$17.8K ﹤0.01% 359
2025
Q1 		$18.5K Hold
300
– – ﹤0.01% 360
2024
Q4 		$18.1K Hold
300
– – ﹤0.01% 347
2024
Q3 		$19.8K Hold
300
– – ﹤0.01% 336
2024
Q2 		$17.2K Hold
300
– – ﹤0.01% 320
2024
Q1 		$17.3K Hold
300
– – ﹤0.01% 326
2023
Q4 		$17.6K Hold
300
– – ﹤0.01% 308
2023
Q3 		$15K Hold
300
– – ﹤0.01% 289
2023
Q2 		$16.7K Hold
300
– – ﹤0.01% 288
2023
Q1 		$16.7K Hold
300
– – ﹤0.01% 271
2022
Q4 		$16.5K Hold
300
– – ﹤0.01% 274
2022
Q3 		$16K Hold
300
– – ﹤0.01% 460
2022
Q2 		$18K Buy
+300
New +$19.7K ﹤0.01% 434
2020
Q2 		– Sell
-300
Closed -$14K – 849
2020
Q1 		$14K Hold
300
– – ﹤0.01% 386
2019
Q4 		$18K Buy
+300
New +$17.6K ﹤0.01% 392
2018
Q2 		– Sell
-1,530
Closed -$71K – 870
2018
Q1 		$71K Buy
+1,530
New +$71.7K 0.01% 244

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