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 Q3	$20.6K	Buy	328 +38	+13%	+$2.57K	0.01%	528
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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

AMG National Trust Bank Greenwood Village, Colorado $4.91B AUM 13.93% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Caldwell Sutter Capital's ICF Position: Q3 2026 in Review

Caldwell Sutter Capital increased its iShares Select U.S. REIT ETF (ICF) stake by 13% in Q3 2026, buying an estimated $2.57K and bringing the position to 328 shares worth $20.6K. The position accounts for 0.01% of the portfolio, ranked #528.

Caldwell Sutter Capital first reported a position in ICF in Q2 2023 and has held it in 14 quarters since. 301 funds tracked by Wall St. Rank hold ICF as of Q3 2026.

Caldwell Sutter Capital held 328 shares of iShares Select U.S. REIT ETF worth $20.6K as of Q3 2026.
Caldwell Sutter Capital bought 38 iShares Select U.S. REIT ETF shares in Q3 2026, an estimated $2.57K.
iShares Select U.S. REIT ETF made up 0.01% of Caldwell Sutter Capital's portfolio in Q3 2026, its #528 holding.
Caldwell Sutter Capital first reported a position in iShares Select U.S. REIT ETF in Q2 2023 and has held it in 14 quarters since.
301 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q3 2026.

Based on Caldwell Sutter Capital's 13F filing for Q3 2026, filed 9 Nov 2026.