Ridgewood Investments’s iShares Select U.S. REIT ETF ICF Stock Holding History

Ridgewood Investments’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 Q3	–	Sell	-291	Closed	-$17.8K	–	420
2025 Q2	$17.8K	Hold	291	–	–	0.01%	455
2025 Q1	$17.9K	Hold	291	–	–	0.01%	437
2024 Q4	$17.5K	Hold	291	–	–	0.01%	435
2024 Q3	$19.2K	Sell	291 -290	-50%	-$18.1K	0.01%	433
2024 Q2	$33.3K	Buy	+581	New	+$32.2K	0.02%	376
2023 Q3	–	Sell	-641	Closed	-$35.6K	–	445
2023 Q2	$35.6K	Hold	641	–	–	0.02%	375
2023 Q1	$35.6K	Buy	+641	New	+$36.5K	0.02%	393

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ridgewood Investments's ICF Position: Q3 2025 in Review

Ridgewood Investments sold out of iShares Select U.S. REIT ETF (ICF) in Q3 2025, closing a stake of 291 shares — an estimated $17.8K sold.

Ridgewood Investments first reported a position in ICF in Q1 2023 and held it in 7 quarters. The position peaked at $35.6K in Q2 2023. 338 funds tracked by Wall St. Rank hold ICF as of Q3 2025.

Ridgewood Investments reported no remaining iShares Select U.S. REIT ETF position as of Q3 2025 after selling out during the quarter.
Ridgewood Investments sold 291 iShares Select U.S. REIT ETF shares in Q3 2025, an estimated $17.8K.
Ridgewood Investments first reported a position in iShares Select U.S. REIT ETF in Q1 2023 and held it in 7 quarters.
Ridgewood Investments's iShares Select U.S. REIT ETF position peaked at $35.6K in Q2 2023.
338 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.