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Synergy Investment Management’s iShares Select U.S. REIT ETF ICF Stock Holding History

Synergy Investment 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
Q2 		– Sell
-124
Closed -$7.61K – 297
2025
Q1 		$7.61K Sell
124
-164
-57% -$10K ﹤0.01% 403
2024
Q4 		$17.3K Buy
+288
New +$18.4K 0.01% 337

Other funds holding ICF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Cetera Investment Advisers
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Synergy Investment Management's ICF Position: Q2 2025 in Review

Synergy Investment Management sold out of iShares Select U.S. REIT ETF (ICF) in Q2 2025, closing a stake of 124 shares — an estimated $7.61K sold.

Synergy Investment Management first reported a position in ICF in Q4 2024 and held it in 2 quarters. The position peaked at $17.3K in Q4 2024. 348 funds tracked by Wall St. Rank hold ICF as of Q2 2025.

  • Synergy Investment Management reported no remaining iShares Select U.S. REIT ETF position as of Q2 2025 after selling out during the quarter.
  • Synergy Investment Management sold 124 iShares Select U.S. REIT ETF shares in Q2 2025, an estimated $7.61K.
  • Synergy Investment Management first reported a position in iShares Select U.S. REIT ETF in Q4 2024 and held it in 2 quarters.
  • Synergy Investment Management's iShares Select U.S. REIT ETF position peaked at $17.3K in Q4 2024.
  • 348 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2025.

Based on Synergy Investment Management's 13F filing for Q2 2025, filed 11 Aug 2025.