Caldwell Sutter Capital’s iShares Select U.S. REIT ETF ICF Stock Holding History

Caldwell Sutter Capital’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	$19.6K	Hold	290	–	–	0.01%	530
2026 Q1	$17.9K	Hold	290	–	–	0.01%	502
2025 Q4	$17.3K	Hold	290	–	–	0.01%	490
2025 Q3	$17.9K	Hold	290	–	–	0.01%	486
2025 Q2	$17.7K	Hold	290	–	–	0.01%	477
2025 Q1	$17.8K	Hold	290	–	–	0.01%	482
2024 Q4	$17.5K	Hold	290	–	–	0.01%	496
2024 Q3	$19.1K	Hold	290	–	–	0.01%	486
2024 Q2	$16.6K	Hold	290	–	–	0.01%	504
2024 Q1	$16.7K	Hold	290	–	–	0.01%	492
2023 Q4	$17K	Hold	290	–	–	0.01%	488
2023 Q3	$14.5K	Hold	290	–	–	0.01%	486
2023 Q2	$16.1K	Buy	+290	New	+$15.8K	0.01%	472

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

Caldwell Sutter Capital's ICF Position: Q2 2026 in Review

Caldwell Sutter Capital held its iShares Select U.S. REIT ETF (ICF) position steady in Q2 2026 at 290 shares worth $19.6K. The position accounts for 0.01% of the portfolio, ranked #530.

Caldwell Sutter Capital first reported a position in ICF in Q2 2023 and has held it in 13 quarters since. 372 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

Caldwell Sutter Capital held 290 shares of iShares Select U.S. REIT ETF worth $19.6K as of Q2 2026.
Caldwell Sutter Capital left its iShares Select U.S. REIT ETF share count unchanged in Q2 2026.
iShares Select U.S. REIT ETF made up 0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #530 holding.
Caldwell Sutter Capital first reported a position in iShares Select U.S. REIT ETF in Q2 2023 and has held it in 13 quarters since.
372 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.