Bessemer Group’s iShares Select U.S. REIT ETF ICF Stock Holding History

Bessemer Group’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	$102K	Sell	1,500 -1,000	-40%	-$67.2K	﹤0.01%	1524
2026 Q1	$155K	Hold	2,500	–	–	﹤0.01%	1445
2025 Q4	$149K	Sell	2,500 -1,000	-29%	-$60.7K	﹤0.01%	1414
2025 Q3	$215K	Sell	3,500 -500	-13%	-$30.6K	﹤0.01%	1102
2025 Q2	$245K	Sell	4,000 -200	-5%	-$12.1K	﹤0.01%	1054
2025 Q1	$258K	Buy	4,200 +1,200	+40%	+$73.4K	﹤0.01%	1030
2024 Q4	$180K	Sell	3,000 -1,900	-39%	-$121K	﹤0.01%	1090
2024 Q3	$323K	Buy	4,900 +1,700	+53%	+$106K	﹤0.01%	1012
2024 Q2	$183K	Buy	3,200 +1,000	+45%	+$55.4K	﹤0.01%	1025
2024 Q1	$127K	Hold	2,200	–	–	﹤0.01%	1128
2023 Q4	$129K	Sell	2,200 -1,352	-38%	-$71.5K	﹤0.01%	1156
2023 Q3	$178K	Buy	3,552 +2,152	+154%	+$118K	﹤0.01%	1059
2023 Q2	$78K	Buy	+1,400	New	+$76.2K	﹤0.01%	1287
2021 Q4	–	Sell	-722	Closed	-$47K	–	1914
2021 Q3	$47K	Buy	722 +300	+71%	+$20.5K	﹤0.01%	1062
2021 Q2	$28K	Hold	422	–	–	﹤0.01%	1170
2021 Q1	$24K	Hold	422	–	–	﹤0.01%	1150
2020 Q4	$23K	Buy	+422	New	+$22.3K	﹤0.01%	1157
2017 Q4	–	Sell	-1,200	Closed	-$60K	–	1747
2017 Q3	$60K	Hold	1,200	–	–	﹤0.01%	1273
2017 Q2	$61K	Sell	1,200 -11,900	-91%	-$601K	﹤0.01%	1269
2017 Q1	$653K	Buy	+13,100	New	+$656K	﹤0.01%	831
2015 Q3	–	Sell	-878	Closed	-$39K	–	1669
2015 Q2	$39K	Hold	878	–	–	﹤0.01%	1016
2015 Q1	$44K	Buy	878 +426	+94%	+$21.7K	﹤0.01%	988
2014 Q4	$22K	Hold	452	–	–	﹤0.01%	1096
2014 Q3	$19K	Hold	452	–	–	﹤0.01%	1014
2014 Q2	$20K	Buy	+452	New	+$19.5K	﹤0.01%	1012
2013 Q3	–	Sell	-2,116	Closed	-$85K	–	1298
2013 Q2	$85K	Buy	+2,116	New	+$90K	﹤0.01%	678

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

Bessemer Group's ICF Position: Q2 2026 in Review

Bessemer Group reduced its iShares Select U.S. REIT ETF (ICF) stake by 40% in Q2 2026, selling an estimated $67.2K and leaving 1,500 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #1524.

Bessemer Group first reported a position in ICF in Q2 2013 and has held it in 26 quarters since. The position peaked at $653K in Q1 2017. 371 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

Bessemer Group held 1,500 shares of iShares Select U.S. REIT ETF worth $102K as of Q2 2026.
Bessemer Group sold 1,000 iShares Select U.S. REIT ETF shares in Q2 2026, an estimated $67.2K.
iShares Select U.S. REIT ETF made up ﹤0.01% of Bessemer Group's portfolio in Q2 2026, its #1524 holding.
Bessemer Group first reported a position in iShares Select U.S. REIT ETF in Q2 2013 and has held it in 26 quarters since.
Bessemer Group's iShares Select U.S. REIT ETF position peaked at $653K in Q1 2017.
371 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.