Topel & Distasi Wealth Management’s iShares Select U.S. REIT ETF ICF Stock Holding History

Topel & Distasi 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 Q2	–	Sell	-3,463	Closed	-$213K	–	64
2025 Q1	$213K	Buy	3,463 +22	+0.6%	+$1.35K	0.1%	72
2024 Q4	$207K	Hold	3,441	–	–	0.09%	77
2024 Q3	$227K	Sell	3,441 -123	-3%	-$7.68K	0.09%	76
2024 Q2	$204K	Hold	3,564	–	–	0.09%	75
2024 Q1	$206K	Hold	3,564	–	–	0.09%	74
2023 Q4	$209K	Buy	+3,564	New	+$188K	0.1%	72
2022 Q3	–	Sell	-3,471	Closed	-$211K	–	72
2022 Q2	$211K	Sell	3,471 -406	-10%	-$26.7K	0.12%	65
2022 Q1	$275K	Sell	3,877 -86	-2%	-$5.92K	0.12%	70
2021 Q4	$302K	Buy	+3,963	New	+$280K	0.12%	70

Other funds holding ICF

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Topel & Distasi Wealth Management's ICF Position: Q2 2025 in Review

Topel & Distasi Wealth Management sold out of iShares Select U.S. REIT ETF (ICF) in Q2 2025, closing a stake of 3,463 shares — an estimated $213K sold.

Topel & Distasi Wealth Management first reported a position in ICF in Q4 2021 and held it in 9 quarters. The position peaked at $302K in Q4 2021. 348 funds tracked by Wall St. Rank hold ICF as of Q2 2025.

Topel & Distasi Wealth Management reported no remaining iShares Select U.S. REIT ETF position as of Q2 2025 after selling out during the quarter.
Topel & Distasi Wealth Management sold 3,463 iShares Select U.S. REIT ETF shares in Q2 2025, an estimated $213K.
Topel & Distasi Wealth Management first reported a position in iShares Select U.S. REIT ETF in Q4 2021 and held it in 9 quarters.
Topel & Distasi Wealth Management's iShares Select U.S. REIT ETF position peaked at $302K in Q4 2021.
348 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2025.

Based on Topel & Distasi Wealth Management's 13F filing for Q2 2025, filed 7 Aug 2025.