Cetera Trust Company’s iShares Select U.S. REIT ETF ICF Stock Holding History

Cetera Trust Company’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 Q1	–	Sell	-5,075	Closed	-$303K	–	356
2025 Q4	$303K	Buy	+5,075	New	+$308K	0.16%	119
2025 Q1	–	Sell	-250	Closed	-$15.1K	–	384
2024 Q4	$15.1K	Hold	250	–	–	0.01%	263
2024 Q3	$16.5K	Hold	250	–	–	0.01%	265
2024 Q2	$14.3K	Hold	250	–	–	0.01%	271
2024 Q1	$14.4K	Sell	250 -16,900	-99%	-$964K	0.01%	280
2023 Q4	$1.01M	Buy	+17,150	New	+$907K	0.63%	43

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Cetera Trust Company's ICF Position: Q1 2026 in Review

Cetera Trust Company sold out of iShares Select U.S. REIT ETF (ICF) in Q1 2026, closing a stake of 5,075 shares — an estimated $303K sold.

Cetera Trust Company first reported a position in ICF in Q4 2023 and held it in 6 quarters. The position peaked at $1.01M in Q4 2023. 361 funds tracked by Wall St. Rank hold ICF as of Q1 2026.

Cetera Trust Company reported no remaining iShares Select U.S. REIT ETF position as of Q1 2026 after selling out during the quarter.
Cetera Trust Company sold 5,075 iShares Select U.S. REIT ETF shares in Q1 2026, an estimated $303K.
Cetera Trust Company first reported a position in iShares Select U.S. REIT ETF in Q4 2023 and held it in 6 quarters.
Cetera Trust Company's iShares Select U.S. REIT ETF position peaked at $1.01M in Q4 2023.
361 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q1 2026.

Based on Cetera Trust Company's 13F filing for Q1 2026, filed 8 May 2026.