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

Peddock Capital Advisors’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	-27,081	Closed	-$1.67M	–	159
2025 Q1	$1.67M	Buy	27,081 +1,473	+6%	+$90.1K	0.42%	57
2024 Q4	$1.54M	Sell	25,608 -2,482	-9%	-$158K	0.37%	59
2024 Q3	$1.85M	Buy	28,090 +8,061	+40%	+$504K	0.45%	55
2024 Q2	$1.15M	Buy	20,029 +197	+1%	+$10.9K	0.3%	74
2024 Q1	$1.14M	Buy	19,832 +3,211	+19%	+$183K	0.3%	74
2023 Q4	$976K	Sell	16,621 -914	-5%	-$48.3K	0.3%	81
2023 Q3	$880K	Buy	17,535 +1,159	+7%	+$63.4K	0.29%	77
2023 Q2	$910K	Sell	16,376 -5,080	-24%	-$276K	0.3%	73
2023 Q1	$1.19M	Buy	21,456 +1,956	+10%	+$111K	0.41%	62
2022 Q4	$1.07M	Sell	19,500 -162	-0.8%	-$8.86K	0.41%	61
2022 Q3	$1.05M	Sell	19,662 -616	-3%	-$38.3K	0.43%	63
2022 Q2	$1.23M	Sell	20,278 -216	-1%	-$14.2K	0.48%	61
2022 Q1	$1.46M	Buy	20,494 +587	+3%	+$40.4K	0.47%	60
2021 Q4	$1.51M	Sell	19,907 -23	-0.1%	-$1.63K	0.5%	53
2021 Q3	$1.3M	Buy	19,930 +1,192	+6%	+$81.6K	0.46%	59
2021 Q2	$1.28M	Buy	18,738 +2,521	+16%	+$158K	0.45%	61
2021 Q1	$937K	Buy	+16,217	New	+$894K	0.36%	73

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

Peddock Capital Advisors's ICF Position: Q2 2025 in Review

Peddock Capital Advisors sold out of iShares Select U.S. REIT ETF (ICF) in Q2 2025, closing a stake of 27,081 shares — an estimated $1.67M sold.

Peddock Capital Advisors first reported a position in ICF in Q1 2021 and held it in 17 quarters. The position peaked at $1.85M in Q3 2024. 348 funds tracked by Wall St. Rank hold ICF as of Q2 2025.

Peddock Capital Advisors reported no remaining iShares Select U.S. REIT ETF position as of Q2 2025 after selling out during the quarter.
Peddock Capital Advisors sold 27,081 iShares Select U.S. REIT ETF shares in Q2 2025, an estimated $1.67M.
Peddock Capital Advisors first reported a position in iShares Select U.S. REIT ETF in Q1 2021 and held it in 17 quarters.
Peddock Capital Advisors's iShares Select U.S. REIT ETF position peaked at $1.85M in Q3 2024.
348 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2025.

Based on Peddock Capital Advisors's 13F filing for Q2 2025, filed 15 Jul 2025.