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Wambolt & Associates’s iShares Select U.S. REIT ETF ICF Stock Holding History

Wambolt & Associates’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 		$457K Sell
7,433
-3,437
-32% -$208K 0.15% 119
2025
Q1 		$670K Buy
10,870
+4
+0% +$245 0.23% 99
2024
Q4 		$655K Sell
10,866
-164
-1% -$10.5K 0.21% 103
2024
Q3 		$723K Sell
11,030
-1,467
-12% -$91.6K 0.2% 105
2024
Q2 		$709K Sell
12,497
-557
-4% -$30.9K 0.21% 108
2024
Q1 		$740K Sell
13,054
-2,247
-15% -$128K 0.22% 113
2023
Q4 		$899K Sell
15,301
-4,654
-23% -$246K 0.29% 114
2023
Q3 		$983K Sell
19,955
-72
-0.4% -$3.94K 0.36% 98
2023
Q2 		$1.11M Sell
20,027
-1,306
-6% -$71.1K 0.4% 91
2023
Q1 		$1.17M Sell
21,333
-762
-3% -$43.3K 0.42% 87
2022
Q4 		$1.21M Sell
22,095
-285
-1% -$15.6K 0.47% 82
2022
Q3 		$1.2M Sell
22,380
-13,005
-37% -$808K 0.51% 72
2022
Q2 		$2.15M Sell
35,385
-936
-3% -$61.5K 0.86% 26
2022
Q1 		$2.63M Sell
36,321
-4,258
-10% -$293K 0.96% 17
2021
Q4 		$3.09M Sell
40,579
-1,963
-5% -$139K 1.12% 14
2021
Q3 		$2.81M Sell
42,542
-524
-1% -$35.9K 1.13% 11
2021
Q2 		$2.83M Sell
43,066
-853
-2% -$53.6K 1.2% 10
2021
Q1 		$2.58M Sell
43,919
-1,862
-4% -$103K 1.34% 7
2020
Q4 		$2.47M Sell
45,781
-1,609
-3% -$85.2K 1.47% 6
2020
Q3 		$2.42M Sell
47,390
-2,668
-5% -$138K 1.81% 6
2020
Q2 		$2.52M Sell
50,058
-144
-0.3% -$7.09K 1.98% 3
2020
Q1 		$2.3M Sell
50,202
-1,044
-2% -$58.4K 2.38% 3
2019
Q4 		$3M Sell
51,246
-38
-0.1% -$2.23K 2.28% 4
2019
Q3 		$3.08M Sell
51,284
-438
-0.8% -$25.6K 2.54% 4
2019
Q2 		$2.91M Buy
51,722
+74
+0.1% +$4.16K 2.47% 4
2019
Q1 		$2.87M Buy
51,648
+394
+0.8% +$20.7K 2.61% 2
2018
Q4 		$2.45M Buy
+51,254
New +$2.56M 2.71% 4

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

Wambolt & Associates's ICF Position: Q2 2025 in Review

Wambolt & Associates reduced its iShares Select U.S. REIT ETF (ICF) stake by 32% in Q2 2025, selling an estimated $208K and leaving 7,433 shares worth $457K. The position accounts for 0.15% of the portfolio, ranked #119.

Wambolt & Associates first reported a position in ICF in Q4 2018 and has held it in 27 quarters since. The position peaked at $3.09M in Q4 2021. 348 funds tracked by Wall St. Rank hold ICF as of Q2 2025.

  • Wambolt & Associates held 7,433 shares of iShares Select U.S. REIT ETF worth $457K as of Q2 2025.
  • Wambolt & Associates sold 3,437 iShares Select U.S. REIT ETF shares in Q2 2025, an estimated $208K.
  • iShares Select U.S. REIT ETF made up 0.15% of Wambolt & Associates's portfolio in Q2 2025, its #119 holding.
  • Wambolt & Associates first reported a position in iShares Select U.S. REIT ETF in Q4 2018 and has held it in 27 quarters since.
  • Wambolt & Associates's iShares Select U.S. REIT ETF position peaked at $3.09M in Q4 2021.
  • 348 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2025.

Based on Wambolt & Associates's 13F filing for Q2 2025, filed 13 Aug 2025.