Allworth Financial’s iShares Select U.S. REIT ETF ICF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $248K | Hold |
3,674
| – | – | ﹤0.01% | 1362 |
|
|
2026
Q1 | $227K | Sell |
3,674
-480
| -12% | -$30.1K | ﹤0.01% | 1324 |
|
|
2025
Q4 | $248K | Buy |
4,154
+360
| +9% | +$21.9K | ﹤0.01% | 1235 |
|
|
2025
Q3 | $234K | Hold |
3,794
| – | – | ﹤0.01% | 1226 |
|
|
2025
Q2 | $232K | Buy |
3,794
+2,290
| +152% | +$139K | ﹤0.01% | 1119 |
|
|
2025
Q1 | $89.7K | Hold |
1,504
| – | – | ﹤0.01% | 1277 |
|
|
2024
Q4 | $90.9K | Hold |
1,504
| – | – | ﹤0.01% | 1308 |
|
|
2024
Q3 | $99.1K | Hold |
1,504
| – | – | ﹤0.01% | 1090 |
|
|
2024
Q2 | $90.6K | Hold |
1,504
| – | – | ﹤0.01% | 1113 |
|
|
2024
Q1 | $86.8K | Buy |
1,504
+270
| +22% | +$15.4K | ﹤0.01% | 1068 |
|
|
2023
Q4 | $72.5K | Buy |
1,234
+442
| +56% | +$23.4K | ﹤0.01% | 1057 |
|
|
2023
Q3 | $39.7K | Hold |
792
| – | – | ﹤0.01% | 1206 |
|
|
2023
Q2 | $44K | Hold |
792
| – | – | ﹤0.01% | 1167 |
|
|
2023
Q1 | $44K | Hold |
792
| – | – | ﹤0.01% | 1114 |
|
|
2022
Q4 | $43.4K | Buy |
792
+732
| +1,220% | +$40K | ﹤0.01% | 1065 |
|
|
2022
Q3 | $3K | Hold |
60
| – | – | ﹤0.01% | 2036 |
|
|
2022
Q2 | $4K | Sell |
60
-108
| -64% | -$7.1K | ﹤0.01% | 1811 |
|
|
2022
Q1 | $12K | Hold |
168
| – | – | ﹤0.01% | 1432 |
|
|
2021
Q4 | $13K | Hold |
168
| – | – | ﹤0.01% | 1291 |
|
|
2021
Q3 | $11K | Buy |
168
+108
| +180% | +$7.4K | ﹤0.01% | 1282 |
|
|
2021
Q2 | $4K | Hold |
60
| – | – | ﹤0.01% | 1259 |
|
|
2021
Q1 | $3K | Hold |
60
| – | – | ﹤0.01% | 1232 |
|
|
2020
Q4 | $3K | Hold |
60
| – | – | ﹤0.01% | 1081 |
|
|
2020
Q3 | $3K | Hold |
60
| – | – | ﹤0.01% | 931 |
|
|
2020
Q2 | $3K | Hold |
60
| – | – | ﹤0.01% | 944 |
|
|
2020
Q1 | $3K | Hold |
60
| – | – | ﹤0.01% | 979 |
|
|
2019
Q4 | $4K | Hold |
60
| – | – | ﹤0.01% | 800 |
|
|
2019
Q3 | $4K | Hold |
60
| – | – | ﹤0.01% | 714 |
|
|
2019
Q2 | $3K | Hold |
60
| – | – | ﹤0.01% | 753 |
|
|
2019
Q1 | $3K | Hold |
60
| – | – | ﹤0.01% | 764 |
|
|
2018
Q4 | $3K | Hold |
60
| – | – | ﹤0.01% | 681 |
|
|
2018
Q3 | $3K | Hold |
60
| – | – | ﹤0.01% | 732 |
|
|
2018
Q2 | $3K | Hold |
60
| – | – | ﹤0.01% | 721 |
|
|
2018
Q1 | $3K | Buy |
+60
| New | +$2.81K | ﹤0.01% | 659 |
|
|
2014
Q3 | – | Sell |
-5,938
| Closed | -$259K | – | 99 |
|
|
2014
Q2 | $259K | Buy |
5,938
+520
| +10% | +$22.4K | 0.12% | 67 |
|
|
2014
Q1 | $223K | Buy |
+5,418
| New | +$216K | 0.1% | 62 |
|
Other funds holding ICF
FIA
Allworth Financial's ICF Position: Q2 2026 in Review
Allworth Financial held its iShares Select U.S. REIT ETF (ICF) position steady in Q2 2026 at 3,674 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #1362.
Allworth Financial first reported a position in ICF in Q1 2014 and has held it in 36 quarters since. The position peaked at $259K in Q2 2014. 369 funds tracked by Wall St. Rank hold ICF as of Q2 2026.
- Allworth Financial held 3,674 shares of iShares Select U.S. REIT ETF worth $248K as of Q2 2026.
- Allworth Financial left its iShares Select U.S. REIT ETF share count unchanged in Q2 2026.
- iShares Select U.S. REIT ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1362 holding.
- Allworth Financial first reported a position in iShares Select U.S. REIT ETF in Q1 2014 and has held it in 36 quarters since.
- Allworth Financial's iShares Select U.S. REIT ETF position peaked at $259K in Q2 2014.
- 369 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.
Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.