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Chicago Partners Investment Group’s iShares Select U.S. REIT ETF ICF Stock Holding History

Chicago Partners Investment Group’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 		$1.88M Buy
27,278
+349
+1% +$23.4K 0.04% 393
2026
Q1 		$1.78M Buy
26,929
+15,374
+133% +$964K 0.04% 365
2025
Q4 		$702K Buy
11,555
+2,846
+33% +$173K 0.02% 586
2025
Q3 		$535K Buy
8,709
+5,019
+136% +$307K 0.01% 667
2025
Q2 		$232K Buy
+3,690
New +$224K 0.01% 967
2024
Q4 		– Sell
-3,387
Closed -$222K – 863
2024
Q3 		$222K Buy
+3,387
New +$212K 0.01% 723
2023
Q3 		– Sell
-3,671
Closed -$206K – 682
2023
Q2 		$206K Sell
3,671
-42
-1% -$2.29K 0.01% 631
2023
Q1 		$204K Buy
3,713
+189
+5% +$10.7K 0.01% 610
2022
Q4 		$212K Buy
+3,524
New +$193K 0.01% 571
2022
Q3 		– Sell
-3,497
Closed -$230K – 607
2022
Q2 		$230K Sell
3,497
-86
-2% -$5.65K 0.02% 504
2022
Q1 		$222K Buy
3,583
+176
+5% +$12.1K 0.02% 489
2021
Q4 		$225K Buy
3,407
+265
+8% +$18.7K 0.02% 499
2021
Q3 		$222K Buy
+3,142
New +$215K 0.02% 520
2020
Q2 		– Sell
-4,310
Closed -$217K – 392
2020
Q1 		$217K Buy
4,310
+190
+5% +$10.6K 0.03% 315
2019
Q4 		$246K Buy
+4,120
New +$242K 0.03% 311
2018
Q4 		– Sell
-2,520
Closed -$125K – 600
2018
Q3 		$125K Buy
2,520
+1,690
+204% +$85.7K 0.02% 367
2018
Q2 		$41K Hold
830
– – 0.01% 522
2018
Q1 		$39K Hold
830
– – 0.01% 489
2017
Q4 		$42K Hold
830
– – 0.01% 481
2017
Q3 		$42K Sell
830
-830
-50% -$42.1K 0.01% 460
2017
Q2 		$83K Buy
1,660
+1,494
+900% +$75.4K 0.02% 301
2017
Q1 		$8K Buy
+166
New +$8.31K ﹤0.01% 469

Other funds holding ICF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Chicago Partners Investment Group's ICF Position: Q2 2026 in Review

Chicago Partners Investment Group increased its iShares Select U.S. REIT ETF (ICF) stake by 1.3% in Q2 2026, buying an estimated $23.4K and bringing the position to 27,278 shares worth $1.88M. The position accounts for 0.04% of the portfolio, ranked #393.

Chicago Partners Investment Group first reported a position in ICF in Q1 2017 and has held it in 22 quarters since. 372 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

  • Chicago Partners Investment Group held 27,278 shares of iShares Select U.S. REIT ETF worth $1.88M as of Q2 2026.
  • Chicago Partners Investment Group bought 349 iShares Select U.S. REIT ETF shares in Q2 2026, an estimated $23.4K.
  • iShares Select U.S. REIT ETF made up 0.04% of Chicago Partners Investment Group's portfolio in Q2 2026, its #393 holding.
  • Chicago Partners Investment Group first reported a position in iShares Select U.S. REIT ETF in Q1 2017 and has held it in 22 quarters since.
  • 372 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.