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Rothschild Investment LLC’s iShares Select U.S. REIT ETF ICF Stock Holding History

Rothschild Investment LLC’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
-236
Closed -$14.4K – 3057
2024
Q4 		$14.2K Hold
236
– – ﹤0.01% 1085
2024
Q3 		$15.6K Hold
236
– – ﹤0.01% 1057
2024
Q2 		$13.5K Buy
+236
New +$13.1K ﹤0.01% 1056

Other funds holding ICF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Cetera Investment Advisers
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Rothschild Investment LLC's ICF Position: Q1 2025 in Review

Rothschild Investment LLC sold out of iShares Select U.S. REIT ETF (ICF) in Q1 2025, closing a stake of 236 shares — an estimated $14.4K sold.

Rothschild Investment LLC first reported a position in ICF in Q2 2024 and held it in 3 quarters. The position peaked at $15.6K in Q3 2024. 360 funds tracked by Wall St. Rank hold ICF as of Q1 2025.

  • Rothschild Investment LLC reported no remaining iShares Select U.S. REIT ETF position as of Q1 2025 after selling out during the quarter.
  • Rothschild Investment LLC sold 236 iShares Select U.S. REIT ETF shares in Q1 2025, an estimated $14.4K.
  • Rothschild Investment LLC first reported a position in iShares Select U.S. REIT ETF in Q2 2024 and held it in 3 quarters.
  • Rothschild Investment LLC's iShares Select U.S. REIT ETF position peaked at $15.6K in Q3 2024.
  • 360 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q1 2025.

Based on Rothschild Investment LLC's 13F filing for Q1 2025, filed 8 Apr 2025.