Brewster Financial Planning’s iShares Select U.S. REIT ETF ICF Stock Holding History

Brewster Financial Planning’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	$12.3M	Buy	181,727 +4,811	+3%	+$323K	6.75%	6
2026 Q1	$10.9M	Buy	176,916 +7,657	+5%	+$480K	6.62%	6
2025 Q4	$10.1M	Buy	169,259 +5,747	+4%	+$349K	6.21%	6
2025 Q3	$10.1M	Buy	163,512 +5,477	+3%	+$335K	6.34%	6
2025 Q2	$9.67M	Buy	158,035 +3,656	+2%	+$222K	6.52%	6
2025 Q1	$9.5M	Buy	154,379 +3,735	+2%	+$228K	7.02%	6
2024 Q4	$9.08M	Buy	150,644 +5,828	+4%	+$372K	6.88%	6
2024 Q3	$9.54M	Buy	144,816 +502	+0.3%	+$31.4K	7.4%	6
2024 Q2	$8.27M	Buy	144,314 +5,422	+4%	+$301K	6.95%	6
2024 Q1	$8.01M	Buy	138,892 +2,101	+2%	+$120K	6.89%	6
2023 Q4	$8.03M	Buy	136,791 +3,287	+2%	+$174K	7.27%	6
2023 Q3	$6.7M	Buy	133,504 +2,030	+2%	+$111K	6.7%	6
2023 Q2	$7.31M	Buy	131,474 +3,139	+2%	+$171K	7.06%	6
2023 Q1	$7.13M	Buy	128,335 +2,116	+2%	+$120K	7.15%	6
2022 Q4	$6.92M	Buy	126,219 +3,991	+3%	+$218K	7.33%	6
2022 Q3	$6.56M	Buy	122,228 +425	+0.3%	+$26.4K	7.66%	6
2022 Q2	$7.4M	Sell	121,803 -2,740	-2%	-$180K	8.22%	6
2022 Q1	$8.84M	Buy	124,543 +318	+0.3%	+$21.9K	8.5%	6
2021 Q4	$9.45M	Buy	+124,225	New	+$8.78M	8.59%	6

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 29.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Brewster Financial Planning's ICF Position: Q2 2026 in Review

Brewster Financial Planning increased its iShares Select U.S. REIT ETF (ICF) stake by 2.7% in Q2 2026, buying an estimated $323K and bringing the position to 181,727 shares worth $12.3M. The position accounts for 6.75% of the portfolio, ranked #6.

Brewster Financial Planning first reported a position in ICF in Q4 2021 and has held it in 19 quarters since. 369 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

Brewster Financial Planning held 181,727 shares of iShares Select U.S. REIT ETF worth $12.3M as of Q2 2026.
Brewster Financial Planning bought 4,811 iShares Select U.S. REIT ETF shares in Q2 2026, an estimated $323K.
iShares Select U.S. REIT ETF made up 6.75% of Brewster Financial Planning's portfolio in Q2 2026, its #6 holding.
Brewster Financial Planning first reported a position in iShares Select U.S. REIT ETF in Q4 2021 and has held it in 19 quarters since.
369 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on Brewster Financial Planning's 13F filing for Q2 2026, filed 14 Jul 2026.