Brown, Lisle/Cummings’s iShares Select U.S. REIT ETF ICF Stock Holding History

Brown, Lisle/Cummings’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	$32.1K	Buy	475 +3	+0.6%	+$202	0.01%	448
2026 Q1	$29.2K	Buy	472 +1	+0.2%	+$63	0.01%	423
2025 Q4	$28.1K	Buy	471 +5	+1%	+$304	0.01%	403
2025 Q3	$28.7K	Buy	466 +3	+0.6%	+$183	0.01%	394
2025 Q2	$28.3K	Buy	463 +3	+0.7%	+$182	0.01%	390
2025 Q1	$28.3K	Buy	460 +2	+0.4%	+$122	0.01%	380
2024 Q4	$27.6K	Buy	458 +4	+0.9%	+$255	0.01%	381
2024 Q3	$29.9K	Buy	454 +4	+0.9%	+$250	0.01%	357
2024 Q2	$25.8K	Buy	450 +2	+0.4%	+$111	0.01%	363
2024 Q1	$25.8K	Buy	448 +2	+0.4%	+$114	0.01%	347
2023 Q4	$26.2K	Buy	446 +9	+2%	+$476	0.01%	337
2023 Q3	$21.9K	Hold	437	–	–	0.01%	330
2023 Q2	$24.3K	Buy	437 +2	+0.5%	+$109	0.01%	323
2023 Q1	$24.2K	Buy	435 +2	+0.5%	+$114	0.01%	322
2022 Q4	$23.7K	Buy	433 +4	+0.9%	+$219	0.01%	315
2022 Q3	$23K	Buy	429 +4	+0.9%	+$249	0.01%	309
2022 Q2	$25.8K	Buy	425 +2	+0.5%	+$131	0.01%	303
2022 Q1	$30.1K	Buy	423 +1	+0.2%	+$69	0.01%	307
2021 Q4	$32.1K	Buy	+422	New	+$29.8K	0.02%	305

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

Brown, Lisle/Cummings's ICF Position: Q2 2026 in Review

Brown, Lisle/Cummings increased its iShares Select U.S. REIT ETF (ICF) stake by 0.64% in Q2 2026, buying an estimated $202 and bringing the position to 475 shares worth $32.1K. The position accounts for 0.01% of the portfolio, ranked #448.

Brown, Lisle/Cummings first reported a position in ICF in Q4 2021 and has held it in 19 quarters since. 371 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

Brown, Lisle/Cummings held 475 shares of iShares Select U.S. REIT ETF worth $32.1K as of Q2 2026.
Brown, Lisle/Cummings bought 3 iShares Select U.S. REIT ETF shares in Q2 2026, an estimated $202.
iShares Select U.S. REIT ETF made up 0.01% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #448 holding.
Brown, Lisle/Cummings first reported a position in iShares Select U.S. REIT ETF in Q4 2021 and has held it in 19 quarters since.
371 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.