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

Sachetta’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 Q4	–	Sell	-7,000	Closed	-$431K	–	1063
2025 Q3	$431K	Hold	7,000	–	–	0.16%	103
2025 Q2	$428K	Hold	7,000	–	–	0.17%	101
2025 Q1	$431K	Hold	7,000	–	–	0.18%	98
2024 Q4	$422K	Hold	7,000	–	–	0.17%	99
2024 Q3	$461K	Hold	7,000	–	–	0.18%	100
2024 Q2	$426K	Hold	7,000	–	–	0.19%	95
2024 Q1	$411K	Hold	7,000	–	–	0.2%	90
2023 Q4	$411K	Buy	+7,000	New	+$370K	0.2%	90

Other funds holding ICF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sachetta's ICF Position: Q4 2025 in Review

Sachetta sold out of iShares Select U.S. REIT ETF (ICF) in Q4 2025, closing a stake of 7,000 shares — an estimated $431K sold.

Sachetta first reported a position in ICF in Q4 2023 and held it in 8 quarters. The position peaked at $461K in Q3 2024. 356 funds tracked by Wall St. Rank hold ICF as of Q4 2025.

Sachetta reported no remaining iShares Select U.S. REIT ETF position as of Q4 2025 after selling out during the quarter.
Sachetta sold 7,000 iShares Select U.S. REIT ETF shares in Q4 2025, an estimated $431K.
Sachetta first reported a position in iShares Select U.S. REIT ETF in Q4 2023 and held it in 8 quarters.
Sachetta's iShares Select U.S. REIT ETF position peaked at $461K in Q3 2024.
356 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q4 2025.

Based on Sachetta's 13F filing for Q4 2025, filed 2 Feb 2026.