Partners in Financial Planning’s iShares Select U.S. REIT ETF ICF Stock Holding History

Partners in Financial Planning’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	-3,446	Closed	-$212K	–	108
2025 Q1	$212K	Hold	3,446	–	–	0.04%	100
2024 Q4	$208K	Hold	3,446	–	–	0.04%	106
2024 Q3	$227K	Buy	+3,446	New	+$215K	0.05%	100
2022 Q3	–	Sell	-3,446	Closed	-$220K	–	92
2022 Q2	$220K	Hold	3,446	–	–	0.07%	89
2022 Q1	$251K	Hold	3,446	–	–	0.08%	83
2021 Q4	$230K	Hold	3,446	–	–	0.07%	84
2021 Q3	$225K	Hold	3,446	–	–	0.07%	87
2021 Q2	$225K	Buy	+3,446	New	+$217K	0.07%	85

Other funds holding ICF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Partners in Financial Planning's ICF Position: Q2 2025 in Review

Partners in Financial Planning sold out of iShares Select U.S. REIT ETF (ICF) in Q2 2025, closing a stake of 3,446 shares — an estimated $212K sold.

Partners in Financial Planning first reported a position in ICF in Q2 2021 and held it in 8 quarters. The position peaked at $251K in Q1 2022. 348 funds tracked by Wall St. Rank hold ICF as of Q2 2025.

Partners in Financial Planning reported no remaining iShares Select U.S. REIT ETF position as of Q2 2025 after selling out during the quarter.
Partners in Financial Planning sold 3,446 iShares Select U.S. REIT ETF shares in Q2 2025, an estimated $212K.
Partners in Financial Planning first reported a position in iShares Select U.S. REIT ETF in Q2 2021 and held it in 8 quarters.
Partners in Financial Planning's iShares Select U.S. REIT ETF position peaked at $251K in Q1 2022.
348 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2025.

Based on Partners in Financial Planning's 13F filing for Q2 2025, filed 4 Aug 2025.