Atria Investments’s iShares Select U.S. REIT ETF ICF Stock Holding History

Atria Investments’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	$214K	Buy	+3,171	New	+$213K	﹤0.01%	2033
2020 Q1	–	Sell	-13,480	Closed	-$789K	–	833
2019 Q4	$789K	Buy	13,480 +1,002	+8%	+$58.9K	0.02%	620
2019 Q3	$749K	Buy	12,478 +3,658	+41%	+$214K	0.03%	496
2019 Q2	$514K	Buy	+8,820	New	+$495K	0.02%	570
2018 Q4	–	Sell	-11,694	Closed	-$585K	–	942
2018 Q3	$585K	Buy	+11,694	New	+$593K	0.02%	547
2018 Q1	–	Sell	-20,242	Closed	-$1.02M	–	889
2017 Q4	$1.02M	Buy	20,242 +46	+0.2%	+$2.34K	0.05%	333
2017 Q3	$1.02M	Buy	20,196 +880	+5%	+$44.6K	0.06%	305
2017 Q2	$977K	Buy	19,316 +2,838	+17%	+$143K	0.06%	302
2017 Q1	$822K	Buy	16,478 +8,460	+106%	+$423K	0.05%	296
2016 Q4	$399K	Sell	8,018 -12,970	-62%	-$637K	0.03%	391
2016 Q3	$1.1M	Sell	20,988 -15,428	-42%	-$834K	0.1%	177
2016 Q2	$1.97M	Buy	36,416 +19,066	+110%	+$980K	0.21%	76
2016 Q1	$895K	Buy	17,350 +9,748	+128%	+$470K	0.1%	162
2015 Q4	$367K	Buy	7,602 +2,012	+36%	+$97.7K	0.04%	283
2015 Q3	$259K	Sell	5,590 -2,686	-32%	-$125K	0.04%	286
2015 Q2	$371K	Sell	8,276 -2,176	-21%	-$104K	0.04%	289
2015 Q1	$529K	Sell	10,452 -424	-4%	-$21.6K	0.06%	232
2014 Q4	$527K	Buy	10,876 +870	+9%	+$40.6K	0.06%	245
2014 Q3	$423K	Sell	10,006 -3,000	-23%	-$133K	0.04%	299
2014 Q2	$568K	Sell	13,006 -202	-2%	-$8.7K	0.06%	257
2014 Q1	$543K	Buy	13,208 +440	+3%	+$17.5K	0.06%	275
2013 Q4	$477K	Buy	12,768 +1,268	+11%	+$49K	0.05%	297
2013 Q3	$442K	Buy	11,500 +3,988	+53%	+$158K	0.05%	299
2013 Q2	$303K	Buy	+7,512	New	+$320K	0.04%	289

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

Atria Investments's ICF Position: Q2 2026 in Review

Atria Investments opened a new position in iShares Select U.S. REIT ETF (ICF) in Q2 2026: 3,171 shares worth $214K. The stake represents ﹤0.01% of the portfolio and ranks #2033 among its holdings. This is a return to the name: Atria Investments previously reported a position in ICF as recently as Q4 2019.

Atria Investments first reported a position in ICF in Q2 2013 and has held it in 24 quarters since. The position peaked at $1.97M in Q2 2016. 372 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

Atria Investments held 3,171 shares of iShares Select U.S. REIT ETF worth $214K as of Q2 2026.
iShares Select U.S. REIT ETF was a new Atria Investments position in Q2 2026.
iShares Select U.S. REIT ETF made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #2033 holding.
Atria Investments first reported a position in iShares Select U.S. REIT ETF in Q2 2013 and has held it in 24 quarters since.
Atria Investments's iShares Select U.S. REIT ETF position peaked at $1.97M in Q2 2016.
372 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.