Midwest Professional Planners Ltd (MPPL)’s iShares Select U.S. REIT ETF ICF Stock Holding History

Midwest Professional Planners Ltd (MPPL)’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	-41,793	Closed	-$2.52M	–	158
2024 Q4	$2.52M	Buy	41,793 +1,343	+3%	+$85.6K	0.75%	42
2024 Q3	$2.67M	Buy	+40,450	New	+$2.53M	0.82%	37
2022 Q1	–	Sell	-36,692	Closed	-$2.79M	–	122
2021 Q4	$2.79M	Buy	36,692 +9,434	+35%	+$667K	1.36%	18
2021 Q3	$1.78M	Buy	+27,258	New	+$1.87M	0.95%	27
2019 Q4	–	Sell	-9,828	Closed	-$590K	–	97
2019 Q3	$590K	Buy	9,828 +450	+5%	+$26.3K	0.53%	44
2019 Q2	$528K	Sell	9,378 -35,744	-79%	-$2.01M	0.49%	50
2019 Q1	$2.51M	Buy	45,122 +29,472	+188%	+$1.55M	2.42%	14
2018 Q4	$749K	Sell	15,650 -29,872	-66%	-$1.49M	0.81%	35
2018 Q3	$2.28M	Buy	45,522 +44,202	+3,349%	+$2.24M	2.09%	15
2018 Q2	$66K	Hold	1,320	–	–	0.06%	133
2018 Q1	$62K	Sell	1,320 -150	-10%	-$7.03K	0.06%	136
2017 Q4	$74K	Buy	+1,470	New	+$74.8K	0.07%	130

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

Midwest Professional Planners Ltd (MPPL)'s ICF Position: Q1 2025 in Review

Midwest Professional Planners Ltd (MPPL) sold out of iShares Select U.S. REIT ETF (ICF) in Q1 2025, closing a stake of 41,793 shares — an estimated $2.52M sold.

Midwest Professional Planners Ltd (MPPL) first reported a position in ICF in Q4 2017 and held it in 12 quarters. The position peaked at $2.79M in Q4 2021. 360 funds tracked by Wall St. Rank hold ICF as of Q1 2025.

Midwest Professional Planners Ltd (MPPL) reported no remaining iShares Select U.S. REIT ETF position as of Q1 2025 after selling out during the quarter.
Midwest Professional Planners Ltd (MPPL) sold 41,793 iShares Select U.S. REIT ETF shares in Q1 2025, an estimated $2.52M.
Midwest Professional Planners Ltd (MPPL) first reported a position in iShares Select U.S. REIT ETF in Q4 2017 and held it in 12 quarters.
Midwest Professional Planners Ltd (MPPL)'s iShares Select U.S. REIT ETF position peaked at $2.79M in Q4 2021.
360 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q1 2025.

Based on Midwest Professional Planners Ltd (MPPL)'s 13F filing for Q1 2025, filed 2 May 2025.