SeaCrest Wealth Management’s iShares Select U.S. REIT ETF ICF Stock Holding History

SeaCrest Wealth Management’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	-3,342	Closed	-$201K	–	680
2024 Q4	$201K	Buy	+3,342	New	+$213K	0.02%	620
2022 Q3	–	Sell	-906	Closed	-$55K	–	1015
2022 Q2	$55K	Buy	+906	New	+$59.5K	0.01%	1076
2020 Q1	–	Sell	-4,344	Closed	-$254K	–	536
2019 Q4	$254K	Buy	4,344 +516	+13%	+$30.3K	0.04%	446
2019 Q3	$230K	Buy	+3,828	New	+$224K	0.04%	455
2019 Q2	–	Sell	-3,304	Closed	-$184K	–	1113
2019 Q1	$184K	Hold	3,304	–	–	0.03%	502
2018 Q4	$158K	Buy	3,304 +2,184	+195%	+$109K	0.03%	493
2018 Q3	$56K	Hold	1,120	–	–	0.01%	949
2018 Q2	$56K	Sell	1,120 -232	-17%	-$11K	0.01%	935
2018 Q1	$63K	Hold	1,352	–	–	0.01%	863
2017 Q4	$68K	Buy	+1,352	New	+$68.8K	0.01%	849

Other funds holding ICF

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

CWM

Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 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

SeaCrest Wealth Management's ICF Position: Q1 2025 in Review

SeaCrest Wealth Management sold out of iShares Select U.S. REIT ETF (ICF) in Q1 2025, closing a stake of 3,342 shares — an estimated $201K sold.

SeaCrest Wealth Management first reported a position in ICF in Q4 2017 and held it in 10 quarters. The position peaked at $254K in Q4 2019. 360 funds tracked by Wall St. Rank hold ICF as of Q1 2025.

SeaCrest Wealth Management reported no remaining iShares Select U.S. REIT ETF position as of Q1 2025 after selling out during the quarter.
SeaCrest Wealth Management sold 3,342 iShares Select U.S. REIT ETF shares in Q1 2025, an estimated $201K.
SeaCrest Wealth Management first reported a position in iShares Select U.S. REIT ETF in Q4 2017 and held it in 10 quarters.
SeaCrest Wealth Management's iShares Select U.S. REIT ETF position peaked at $254K in Q4 2019.
360 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q1 2025.

Based on SeaCrest Wealth Management's 13F filing for Q1 2025, filed 11 Apr 2025.