Bartlett & Co Wealth Management’s iShares Select U.S. REIT ETF ICF Stock Holding History

Bartlett & Co 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	$579K	Sell	8,568 -372	-4%	-$25K	0.01%	333
2026 Q1	$602K	Buy	8,940 +592	+7%	+$37.1K	0.01%	320
2025 Q4	$498K	Buy	8,348 +1,718	+26%	+$104K	0.01%	335
2025 Q3	$409K	Sell	6,630 -100	-1%	-$6.11K	0.01%	359
2025 Q2	$412K	Sell	6,730 -1,730	-20%	-$105K	0.01%	358
2025 Q1	$521K	Buy	8,460 +7,460	+746%	+$456K	0.01%	323
2024 Q4	$60.3K	Hold	1,000	–	–	﹤0.01%	610
2024 Q3	$65.9K	Hold	1,000	–	–	﹤0.01%	609
2024 Q2	$57.3K	Hold	1,000	–	–	﹤0.01%	633
2024 Q1	$57.7K	Sell	1,000 -200	-17%	-$11.4K	﹤0.01%	640
2023 Q4	$71.3K	Sell	1,200 -100	-8%	-$5.29K	﹤0.01%	632
2023 Q3	$66K	Hold	1,300	–	–	﹤0.01%	609
2023 Q2	$72.2K	Hold	1,300	–	–	﹤0.01%	595
2023 Q1	$72.2K	Hold	1,300	–	–	﹤0.01%	511
2022 Q4	$71.3K	Hold	1,300	–	–	﹤0.01%	525
2022 Q3	$69.8K	Hold	1,300	–	–	﹤0.01%	513
2022 Q2	$79K	Hold	1,300	–	–	﹤0.01%	502
2022 Q1	$92.3K	Buy	+1,300	New	+$89.5K	﹤0.01%	498
2021 Q4	–	Sell	-1,600	Closed	-$105K	–	619
2021 Q3	$105K	Hold	1,600	–	–	﹤0.01%	405
2021 Q2	$105K	Sell	1,600 -200	-11%	-$12.6K	﹤0.01%	404
2021 Q1	$104K	Hold	1,800	–	–	﹤0.01%	406
2020 Q4	$97K	Hold	1,800	–	–	﹤0.01%	416
2020 Q3	$91.8K	Hold	1,800	–	–	﹤0.01%	395
2020 Q2	$90.8K	Sell	1,800 -200	-10%	-$9.85K	﹤0.01%	394
2020 Q1	$91.6K	Hold	2,000	–	–	﹤0.01%	375
2019 Q4	$117K	Sell	2,000 -600	-23%	-$35.3K	﹤0.01%	390
2019 Q3	$156K	Hold	2,600	–	–	﹤0.01%	350
2019 Q2	$146K	Sell	2,600 -280	-10%	-$15.7K	0.01%	288
2019 Q1	$160K	Hold	2,880	–	–	0.01%	268
2018 Q4	$138K	Hold	2,880	–	–	0.01%	278
2018 Q3	$145K	Hold	2,880	–	–	0.01%	290
2018 Q2	$145K	Hold	2,880	–	–	0.01%	286
2018 Q1	$134K	Buy	+2,880	New	+$135K	0.01%	293

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

Bartlett & Co Wealth Management's ICF Position: Q2 2026 in Review

Bartlett & Co Wealth Management reduced its iShares Select U.S. REIT ETF (ICF) stake by 4.2% in Q2 2026, selling an estimated $25K and leaving 8,568 shares worth $579K. The position accounts for 0.01% of the portfolio, ranked #333.

Bartlett & Co Wealth Management first reported a position in ICF in Q1 2018 and has held it in 33 quarters since. The position peaked at $602K in Q1 2026. 371 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

Bartlett & Co Wealth Management held 8,568 shares of iShares Select U.S. REIT ETF worth $579K as of Q2 2026.
Bartlett & Co Wealth Management sold 372 iShares Select U.S. REIT ETF shares in Q2 2026, an estimated $25K.
iShares Select U.S. REIT ETF made up 0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #333 holding.
Bartlett & Co Wealth Management first reported a position in iShares Select U.S. REIT ETF in Q1 2018 and has held it in 33 quarters since.
Bartlett & Co Wealth Management's iShares Select U.S. REIT ETF position peaked at $602K in Q1 2026.
371 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.