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

InvesTrust’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 Q4	–	Sell	-7,040	Closed	-$434K	–	96
2025 Q3	$434K	Hold	7,040	–	–	0.16%	82
2025 Q2	$431K	Hold	7,040	–	–	0.17%	82
2025 Q1	$433K	Hold	7,040	–	–	0.12%	80
2024 Q4	$420K	Buy	+7,040	New	+$449K	0.12%	82

Other funds holding ICF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

InvesTrust's ICF Position: Q4 2025 in Review

InvesTrust sold out of iShares Select U.S. REIT ETF (ICF) in Q4 2025, closing a stake of 7,040 shares — an estimated $434K sold.

InvesTrust first reported a position in ICF in Q4 2024 and held it in 4 quarters. The position peaked at $434K in Q3 2025. 357 funds tracked by Wall St. Rank hold ICF as of Q4 2025.

InvesTrust reported no remaining iShares Select U.S. REIT ETF position as of Q4 2025 after selling out during the quarter.
InvesTrust sold 7,040 iShares Select U.S. REIT ETF shares in Q4 2025, an estimated $434K.
InvesTrust first reported a position in iShares Select U.S. REIT ETF in Q4 2024 and held it in 4 quarters.
InvesTrust's iShares Select U.S. REIT ETF position peaked at $434K in Q3 2025.
357 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q4 2025.

Based on InvesTrust's 13F filing for Q4 2025, filed 14 Jan 2026.