AE Wealth Management’s iShares Select U.S. REIT ETF ICF Stock Holding History

AE 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
2026 Q2	$1.06M	Buy	15,609 +11,104	+246%	+$746K	﹤0.01%	891
2026 Q1	$279K	Sell	4,505 -363	-7%	-$22.8K	﹤0.01%	1419
2025 Q4	$290K	Sell	4,868 -1,058	-18%	-$64.3K	﹤0.01%	1326
2025 Q3	$365K	Sell	5,926 -425	-7%	-$26K	﹤0.01%	1102
2025 Q2	$388K	Sell	6,351 -57	-0.9%	-$3.45K	﹤0.01%	1016
2025 Q1	$394K	Sell	6,408 -577	-8%	-$35.3K	﹤0.01%	990
2024 Q4	$421K	Buy	6,985 +133	+2%	+$8.48K	﹤0.01%	958
2024 Q3	$452K	Sell	6,852 -147	-2%	-$9.18K	﹤0.01%	915
2024 Q2	$401K	Sell	6,999 -640	-8%	-$35.5K	﹤0.01%	943
2024 Q1	$441K	Sell	7,639 -1,732	-18%	-$98.8K	0.01%	856
2023 Q4	$530K	Sell	9,371 -848	-8%	-$44.8K	﹤0.01%	1401
2023 Q3	$513K	Buy	10,219 +1,726	+20%	+$94.3K	﹤0.01%	1370
2023 Q2	$472K	Sell	8,493 -1,212	-12%	-$66K	﹤0.01%	1428
2023 Q1	$539K	Buy	9,705 +1,101	+13%	+$62.6K	﹤0.01%	1319
2022 Q4	$472K	Sell	8,604 -29,122	-77%	-$1.59M	﹤0.01%	1343
2022 Q3	$2.02M	Buy	37,726 +6,573	+21%	+$409K	0.02%	699
2022 Q2	$1.89M	Buy	31,153 +16,140	+108%	+$1.06M	0.02%	689
2022 Q1	$1.07M	Buy	15,013 +5,207	+53%	+$359K	0.01%	901
2021 Q4	$746K	Buy	9,806 +2,580	+36%	+$182K	0.01%	1073
2021 Q3	$473K	Sell	7,226 -1,442	-17%	-$98.8K	﹤0.01%	1190
2021 Q2	$566K	Buy	8,668 +3,817	+79%	+$240K	﹤0.01%	1103
2021 Q1	$280K	Buy	4,851 +490	+11%	+$27K	﹤0.01%	1280
2020 Q4	$235K	Sell	4,361 -1,031	-19%	-$54.6K	﹤0.01%	1225
2020 Q3	$275K	Sell	5,392 -1,340	-20%	-$69.3K	﹤0.01%	1070
2020 Q2	$340K	Sell	6,732 -30	-0.4%	-$1.48K	0.01%	985
2020 Q1	$310K	Buy	+6,762	New	+$379K	0.01%	867
2018 Q3	–	Sell	-4,880	Closed	-$244K	–	615
2018 Q2	$244K	Sell	4,880 -1,014	-17%	-$48.2K	0.02%	379
2018 Q1	$275K	Buy	5,894 +1,670	+40%	+$78.3K	0.02%	346
2017 Q4	$214K	Buy	+4,224	New	+$215K	0.02%	385

Other funds holding ICF

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

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

AE Wealth Management's ICF Position: Q2 2026 in Review

AE Wealth Management increased its iShares Select U.S. REIT ETF (ICF) stake by 246% in Q2 2026, buying an estimated $746K and bringing the position to 15,609 shares worth $1.06M. The position accounts for ﹤0.01% of the portfolio, ranked #891.

AE Wealth Management first reported a position in ICF in Q4 2017 and has held it in 29 quarters since. The position peaked at $2.02M in Q3 2022. 371 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

AE Wealth Management held 15,609 shares of iShares Select U.S. REIT ETF worth $1.06M as of Q2 2026.
AE Wealth Management bought 11,104 iShares Select U.S. REIT ETF shares in Q2 2026, an estimated $746K.
iShares Select U.S. REIT ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #891 holding.
AE Wealth Management first reported a position in iShares Select U.S. REIT ETF in Q4 2017 and has held it in 29 quarters since.
AE Wealth Management's iShares Select U.S. REIT ETF position peaked at $2.02M in Q3 2022.
371 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.