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

NorthRock Partners’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
Q2 		– Sell
-242
Closed -$14.9K – 789
2025
Q1 		$14.9K Hold
242
– – ﹤0.01% 760
2024
Q4 		$14.6K Buy
+242
New +$15.4K ﹤0.01% 715

Other funds holding ICF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $8.07B AUM 24.97% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B 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

NorthRock Partners's ICF Position: Q2 2025 in Review

NorthRock Partners sold out of iShares Select U.S. REIT ETF (ICF) in Q2 2025, closing a stake of 242 shares — an estimated $14.9K sold.

NorthRock Partners first reported a position in ICF in Q4 2024 and held it in 2 quarters. The position peaked at $14.9K in Q1 2025. 348 funds tracked by Wall St. Rank hold ICF as of Q2 2025.

  • NorthRock Partners reported no remaining iShares Select U.S. REIT ETF position as of Q2 2025 after selling out during the quarter.
  • NorthRock Partners sold 242 iShares Select U.S. REIT ETF shares in Q2 2025, an estimated $14.9K.
  • NorthRock Partners first reported a position in iShares Select U.S. REIT ETF in Q4 2024 and held it in 2 quarters.
  • NorthRock Partners's iShares Select U.S. REIT ETF position peaked at $14.9K in Q1 2025.
  • 348 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2025.

Based on NorthRock Partners's 13F filing for Q2 2025, filed 25 Jul 2025.