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The Family Firm’s iShares Select U.S. REIT ETF ICF Stock Holding History

The Family Firm’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 		$4.86M Buy
79,464
+134
+0.2% +$8.12K 1.17% 24
2025
Q1 		$4.88M Buy
79,330
+1,286
+2% +$78.7K 1.09% 21
2024
Q4 		$4.7M Buy
78,044
+4,547
+6% +$290K 1.05% 23
2024
Q3 		$4.84M Sell
73,497
-4,223
-5% -$264K 1.06% 23
2024
Q2 		$4.45M Buy
77,720
+5,675
+8% +$315K 0.99% 24
2024
Q1 		$4.16M Buy
72,045
+4,728
+7% +$270K 1.01% 25
2023
Q4 		$3.95M Buy
67,317
+2,225
+3% +$118K 1.02% 23
2023
Q3 		$3.27M Sell
65,092
-1,248
-2% -$68.2K 0.92% 24
2023
Q2 		$3.69M Buy
66,340
+6,290
+10% +$342K 0.97% 24
2023
Q1 		$3.34M Buy
60,050
+11,414
+23% +$649K 0.92% 24
2022
Q4 		$2.67M Buy
48,636
+5,480
+13% +$300K 0.78% 29
2022
Q3 		$2.32M Buy
43,156
+3,002
+7% +$187K 0.74% 30
2022
Q2 		$2.44M Buy
40,154
+2,392
+6% +$157K 0.72% 32
2022
Q1 		$2.68M Buy
37,762
+333
+0.9% +$22.9K 0.7% 31
2021
Q4 		$2.85M Buy
37,429
+10
+0% +$707 0.74% 30
2021
Q3 		$2.6M Sell
37,419
-821
-2% -$56.2K 0.68% 33
2021
Q2 		$2.5M Sell
38,240
-126
-0.3% -$7.92K 0.68% 35
2021
Q1 		$2.22M Buy
38,366
+634
+2% +$34.9K 0.64% 37
2020
Q4 		$2.02M Buy
37,732
+1,384
+4% +$73.3K 0.6% 37
2020
Q3 		$1.85M Buy
36,348
+6,884
+23% +$356K 0.66% 32
2020
Q2 		$1.49M Buy
29,464
+8
+0% +$394 0.56% 39
2020
Q1 		$1.35M Sell
29,456
-98
-0.3% -$5.49K 0.57% 38
2019
Q4 		$1.73M Sell
29,554
-4,370
-13% -$257K 0.59% 40
2019
Q3 		$2.04M Sell
33,924
-3,132
-8% -$183K 0.72% 31
2019
Q2 		$2.09M Sell
37,056
-3,136
-8% -$176K 0.74% 29
2019
Q1 		$2.23M Sell
40,192
-1,112
-3% -$58.5K 0.81% 26
2018
Q4 		$1.98M Sell
41,304
-300
-0.7% -$15K 0.79% 28
2018
Q3 		$2.08M Sell
41,604
-1,036
-2% -$52.5K 0.75% 29
2018
Q2 		$2.13M Sell
42,640
-2,022
-5% -$96.1K 0.8% 27
2018
Q1 		$2.08M Buy
44,662
+1,948
+5% +$91.3K 0.81% 26
2017
Q4 		$2.16M Buy
42,714
+1,264
+3% +$64.3K 0.86% 26
2017
Q3 		$2.09M Buy
41,450
+976
+2% +$49.5K 0.87% 25
2017
Q2 		$2.05M Sell
40,474
-1,440
-3% -$72.7K 0.9% 25
2017
Q1 		$2.09M Sell
41,914
-820
-2% -$41K 1% 22
2016
Q4 		$2.13M Buy
42,734
+454
+1% +$22.3K 1% 22
2016
Q3 		$2.22M Sell
42,280
-2,772
-6% -$150K 1.05% 19
2016
Q2 		$2.44M Sell
45,052
-1,652
-4% -$84.9K 1.21% 17
2016
Q1 		$2.41M Sell
46,704
-1,808
-4% -$87.2K 1.22% 18
2015
Q4 		$2.41M Sell
48,512
-5,372
-10% -$261K 1.28% 18
2015
Q3 		$2.5M Buy
53,884
+366
+0.7% +$17K 1.35% 15
2015
Q2 		$2.4M Buy
53,518
+1,324
+3% +$63.4K 1.23% 19
2015
Q1 		$2.64M Sell
52,194
-2,560
-5% -$131K 1.34% 15
2014
Q4 		$2.65M Buy
+54,754
New +$2.55M 1.38% 15

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 $2.7B AUM 21.91% 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 $34.1B AUM 29.2% 1-Year Est. Return

The Family Firm's ICF Position: Q2 2025 in Review

The Family Firm increased its iShares Select U.S. REIT ETF (ICF) stake by 0.17% in Q2 2025, buying an estimated $8.12K and bringing the position to 79,464 shares worth $4.86M. The position accounts for 1.17% of the portfolio, ranked #24.

The Family Firm first reported a position in ICF in Q4 2014 and has held it in 43 quarters since. The position peaked at $4.88M in Q1 2025. 348 funds tracked by Wall St. Rank hold ICF as of Q2 2025.

  • The Family Firm held 79,464 shares of iShares Select U.S. REIT ETF worth $4.86M as of Q2 2025.
  • The Family Firm bought 134 iShares Select U.S. REIT ETF shares in Q2 2025, an estimated $8.12K.
  • iShares Select U.S. REIT ETF made up 1.17% of The Family Firm's portfolio in Q2 2025, its #24 holding.
  • The Family Firm first reported a position in iShares Select U.S. REIT ETF in Q4 2014 and has held it in 43 quarters since.
  • The Family Firm's iShares Select U.S. REIT ETF position peaked at $4.88M in Q1 2025.
  • 348 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.