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

Oarsman Capital’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	-1,800	Closed	-$108K	–	515
2024 Q4	$108K	Sell	1,800 -105	-6%	-$6.7K	0.02%	317
2024 Q3	$126K	Buy	+1,905	New	+$119K	0.02%	304
2022 Q2	–	Sell	-3,270	Closed	-$232K	–	175
2022 Q1	$232K	Sell	3,270 -100	-3%	-$6.88K	0.09%	168
2021 Q4	$256K	Buy	3,370 +270	+9%	+$19.1K	0.1%	156
2021 Q3	$203K	Sell	3,100 -65	-2%	-$4.45K	0.08%	180
2021 Q2	$207K	Buy	+3,165	New	+$199K	0.08%	180

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

Oarsman Capital's ICF Position: Q1 2025 in Review

Oarsman Capital sold out of iShares Select U.S. REIT ETF (ICF) in Q1 2025, closing a stake of 1,800 shares — an estimated $108K sold.

Oarsman Capital first reported a position in ICF in Q2 2021 and held it in 6 quarters. The position peaked at $256K in Q4 2021. 360 funds tracked by Wall St. Rank hold ICF as of Q1 2025.

Oarsman Capital reported no remaining iShares Select U.S. REIT ETF position as of Q1 2025 after selling out during the quarter.
Oarsman Capital sold 1,800 iShares Select U.S. REIT ETF shares in Q1 2025, an estimated $108K.
Oarsman Capital first reported a position in iShares Select U.S. REIT ETF in Q2 2021 and held it in 6 quarters.
Oarsman Capital's iShares Select U.S. REIT ETF position peaked at $256K in Q4 2021.
360 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q1 2025.

Based on Oarsman Capital's 13F filing for Q1 2025, filed 14 May 2025.