LDB
ICF icon

Lee, Danner & Bass’s iShares Select U.S. REIT ETF ICF Stock Holding History

Lee, Danner & Bass’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
-680
Closed -$41K – 452
2024
Q4 		$41K Buy
+680
New +$43.4K ﹤0.01% 367

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 $1.56T 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
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Cetera Investment Advisers
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lee, Danner & Bass's ICF Position: Q1 2025 in Review

Lee, Danner & Bass sold out of iShares Select U.S. REIT ETF (ICF) in Q1 2025, closing a stake of 680 shares — an estimated $41K sold.

Lee, Danner & Bass first reported a position in ICF in Q4 2024 and held it in 1 quarter. The position peaked at $41K in Q4 2024. 360 funds tracked by Wall St. Rank hold ICF as of Q1 2025.

  • Lee, Danner & Bass reported no remaining iShares Select U.S. REIT ETF position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 680 iShares Select U.S. REIT ETF shares in Q1 2025, an estimated $41K.
  • Lee, Danner & Bass first reported a position in iShares Select U.S. REIT ETF in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's iShares Select U.S. REIT ETF position peaked at $41K in Q4 2024.
  • 360 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.