AlphaCore Capital’s iShares Select U.S. REIT ETF ICF Stock Holding History

AlphaCore Capital’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	$38.4K	Sell	568 -16	-3%	-$1.07K	﹤0.01%	1307
2026 Q1	$36.1K	Sell	584 -34	-6%	-$2.13K	﹤0.01%	1029
2025 Q4	$36.9K	Buy	+618	New	+$37.5K	﹤0.01%	1192
2020 Q1	–	Sell	-2,580	Closed	-$151K	–	345
2019 Q4	$151K	Buy	+2,580	New	+$152K	0.09%	74

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

AlphaCore Capital's ICF Position: Q2 2026 in Review

AlphaCore Capital reduced its iShares Select U.S. REIT ETF (ICF) stake by 2.7% in Q2 2026, selling an estimated $1.07K and leaving 568 shares worth $38.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1307.

AlphaCore Capital first reported a position in ICF in Q4 2019 and has held it in 4 quarters since. The position peaked at $151K in Q4 2019. 371 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

AlphaCore Capital held 568 shares of iShares Select U.S. REIT ETF worth $38.4K as of Q2 2026.
AlphaCore Capital sold 16 iShares Select U.S. REIT ETF shares in Q2 2026, an estimated $1.07K.
iShares Select U.S. REIT ETF made up ﹤0.01% of AlphaCore Capital's portfolio in Q2 2026, its #1307 holding.
AlphaCore Capital first reported a position in iShares Select U.S. REIT ETF in Q4 2019 and has held it in 4 quarters since.
AlphaCore Capital's iShares Select U.S. REIT ETF position peaked at $151K in Q4 2019.
371 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.