Whitaker-Myers Wealth Managers’s iShares Select U.S. REIT ETF ICF Stock Holding History

Whitaker-Myers Wealth Managers’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	-19,562	Closed	-$1.2M	–	116
2025 Q1	$1.2M	Buy	+19,562	New	+$1.2M	0.34%	37

Other funds holding ICF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Whitaker-Myers Wealth Managers's ICF Position: Q2 2025 in Review

Whitaker-Myers Wealth Managers sold out of iShares Select U.S. REIT ETF (ICF) in Q2 2025, closing a stake of 19,562 shares — an estimated $1.2M sold.

Whitaker-Myers Wealth Managers first reported a position in ICF in Q1 2025 and held it in 1 quarter. The position peaked at $1.2M in Q1 2025. 348 funds tracked by Wall St. Rank hold ICF as of Q2 2025.

Whitaker-Myers Wealth Managers reported no remaining iShares Select U.S. REIT ETF position as of Q2 2025 after selling out during the quarter.
Whitaker-Myers Wealth Managers sold 19,562 iShares Select U.S. REIT ETF shares in Q2 2025, an estimated $1.2M.
Whitaker-Myers Wealth Managers first reported a position in iShares Select U.S. REIT ETF in Q1 2025 and held it in 1 quarter.
Whitaker-Myers Wealth Managers's iShares Select U.S. REIT ETF position peaked at $1.2M in Q1 2025.
348 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2025.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q2 2025, filed 7 Jul 2025.