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

JMAC Enterprises’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	-33,323	Closed	-$2.01M	–	130
2024 Q4	$2.01M	Buy	33,323 +146	+0.4%	+$9.31K	0.32%	73
2024 Q3	$2.19M	Buy	33,177 +150	+0.5%	+$9.37K	0.35%	73
2024 Q2	$1.89M	Buy	33,027 +485	+1%	+$26.9K	0.33%	75
2024 Q1	$1.88M	Buy	32,542 +1,010	+3%	+$57.6K	0.35%	71
2023 Q4	$1.85M	Sell	31,532 -46	-0.1%	-$2.43K	0.4%	70
2023 Q3	$1.58M	Buy	31,578 +658	+2%	+$36K	0.39%	73
2023 Q2	$1.72M	Buy	30,920 +1,226	+4%	+$66.7K	0.42%	69
2023 Q1	$1.65M	Buy	29,694 +620	+2%	+$35.3K	0.42%	70
2022 Q4	$1.59M	Buy	29,074 +19	+0.1%	+$1.04K	0.44%	67
2022 Q3	$1.56M	Sell	29,055 -3,714	-11%	-$231K	0.44%	67
2022 Q2	$1.99M	Buy	32,769 +262	+0.8%	+$17.2K	0.51%	56
2022 Q1	$2.31M	Sell	32,507 -108	-0.3%	-$7.44K	0.54%	48
2021 Q4	$2.23M	Buy	+32,615	New	+$2.31M	0.53%	53

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

JMAC Enterprises's ICF Position: Q1 2025 in Review

JMAC Enterprises sold out of iShares Select U.S. REIT ETF (ICF) in Q1 2025, closing a stake of 33,323 shares — an estimated $2.01M sold.

JMAC Enterprises first reported a position in ICF in Q4 2021 and held it in 13 quarters. The position peaked at $2.31M in Q1 2022. 360 funds tracked by Wall St. Rank hold ICF as of Q1 2025.

JMAC Enterprises reported no remaining iShares Select U.S. REIT ETF position as of Q1 2025 after selling out during the quarter.
JMAC Enterprises sold 33,323 iShares Select U.S. REIT ETF shares in Q1 2025, an estimated $2.01M.
JMAC Enterprises first reported a position in iShares Select U.S. REIT ETF in Q4 2021 and held it in 13 quarters.
JMAC Enterprises's iShares Select U.S. REIT ETF position peaked at $2.31M in Q1 2022.
360 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q1 2025.

Based on JMAC Enterprises's 13F filing for Q1 2025, filed 22 Apr 2025.