Commonwealth Equity Services’s iShares Select U.S. REIT ETF ICF Stock Holding History

Commonwealth Equity Services’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	$11.9M	Buy	176,144 +83	+0%	+$5.58K	0.02%	849
2026 Q1	$10.9M	Buy	176,061 +2,140	+1%	+$134K	0.02%	851
2025 Q4	$10.4M	Sell	173,921 -2,706	-2%	-$164K	0.01%	876
2025 Q3	$10.9M	Sell	176,627 -20,581	-10%	-$1.26M	0.01%	877
2025 Q2	$12.1M	Sell	197,208 -5,861	-3%	-$355K	0.02%	794
2025 Q1	$12.5M	Buy	203,069 +9,708	+5%	+$594K	0.02%	757
2024 Q4	$11.7M	Buy	193,361 +8,941	+5%	+$570K	0.02%	755
2024 Q3	$12.2M	Sell	184,420 -2,146	-1%	-$134K	0.02%	737
2024 Q2	$10.7M	Buy	186,566 +80,836	+76%	+$4.48M	0.02%	782
2024 Q1	$6.1M	Sell	105,730 -7,999	-7%	-$456K	0.01%	1052
2023 Q4	$6.68M	Sell	113,729 -3,882	-3%	-$205K	0.01%	935
2023 Q3	$5.9M	Sell	117,611 -1,156	-1%	-$63.2K	0.01%	943
2023 Q2	$6.6M	Buy	118,767 +18,383	+18%	+$1M	0.01%	884
2023 Q1	$5.58K	Buy	100,384 +4,565	+5%	+$260K	0.01%	956
2022 Q4	$5.25M	Sell	95,819 -8,473	-8%	-$463K	0.01%	945
2022 Q3	$5.6M	Buy	104,292 +665	+0.6%	+$41.3K	0.01%	837
2022 Q2	$6.3M	Sell	103,627 -291	-0.3%	-$19.1K	0.02%	788
2022 Q1	$7.38M	Buy	103,918 +3,072	+3%	+$212K	0.02%	758
2021 Q4	$7.67M	Buy	100,846 +1,044	+1%	+$73.8K	0.02%	713
2021 Q3	$6.53M	Sell	99,802 -1,253	-1%	-$85.8K	0.02%	729
2021 Q2	$6.6M	Sell	101,055 -835	-0.8%	-$52.5K	0.02%	715
2021 Q1	$5.89M	Sell	101,890 -9,876	-9%	-$544K	0.02%	704
2020 Q4	$6.02M	Sell	111,766 -5,930	-5%	-$314K	0.02%	653
2020 Q3	$6M	Sell	117,696 -5,692	-5%	-$295K	0.02%	598
2020 Q2	$6.22M	Sell	123,388 -18,384	-13%	-$905K	0.02%	552
2020 Q1	$6.49M	Sell	141,772 -7,092	-5%	-$397K	0.03%	469
2019 Q4	$8.71M	Buy	148,864 +15,246	+11%	+$896K	0.03%	455
2019 Q3	$8.02M	Buy	133,618 +5,116	+4%	+$299K	0.03%	446
2019 Q2	$7.24M	Buy	128,502 +5,064	+4%	+$284K	0.03%	458
2019 Q1	$6.86M	Buy	123,438 +4,402	+4%	+$232K	0.03%	465
2018 Q4	$5.7M	Sell	119,036 -3,522	-3%	-$176K	0.03%	464
2018 Q3	$6.13M	Sell	122,558 -950	-0.8%	-$48.2K	0.03%	462
2018 Q2	$6.17M	Sell	123,508 -8,804	-7%	-$418K	0.03%	430
2018 Q1	$6.17M	Sell	132,312 -17,328	-12%	-$812K	0.03%	414
2017 Q4	$7.58M	Buy	149,640 +4,100	+3%	+$209K	0.04%	365
2017 Q3	$7.32M	Sell	145,540 -24,162	-14%	-$1.23M	0.04%	348
2017 Q2	$8.58M	Sell	169,702 -14,390	-8%	-$727K	0.05%	292
2017 Q1	$9.18M	Sell	184,092 -8,424	-4%	-$422K	0.06%	276
2016 Q4	$9.59M	Sell	192,516 -116,092	-38%	-$5.7M	0.07%	245
2016 Q3	$16.2M	Sell	308,608 -78,732	-20%	-$4.26M	0.13%	165
2016 Q2	$21M	Sell	387,340 -10,378	-3%	-$533K	0.18%	124
2016 Q1	$20.5M	Buy	397,718 +206,098	+108%	+$9.93M	0.18%	117
2015 Q4	$9.51M	Sell	191,620 -760	-0.4%	-$36.9K	0.09%	216
2015 Q3	$8.91M	Sell	192,380 -31,520	-14%	-$1.47M	0.09%	211
2015 Q2	$10M	Buy	223,900 +1,068	+0.5%	+$51.2K	0.1%	206
2015 Q1	$11.3M	Buy	222,832 +5,676	+3%	+$289K	0.12%	180
2014 Q4	$10.5M	Buy	217,156 +1,096	+0.5%	+$51.1K	0.12%	170
2014 Q3	$9.13M	Buy	216,060 +19,528	+10%	+$863K	0.11%	173
2014 Q2	$8.58M	Buy	196,532 +13,300	+7%	+$573K	0.1%	188
2014 Q1	$7.53M	Buy	183,232 +6,034	+3%	+$240K	0.1%	192
2013 Q4	$6.62M	Sell	177,198 -5,140	-3%	-$199K	0.1%	203
2013 Q3	$7.01M	Sell	182,338 -18,868	-9%	-$748K	0.11%	178
2013 Q2	$8.11M	Buy	+201,206	New	+$8.56M	0.14%	143

Other funds holding ICF

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

IFG Advisors St. Louis, Missouri $725M AUM 27.52% 1-Year Est. Return

BFP

Brewster Financial Planning Brooklyn, New York $182M AUM 15.59% 1-Year Est. Return

WHCFA

William Howard & Co Financial Advisors Memphis, Tennessee $129M AUM 18.64% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

IWP

Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

IFS

Ifrah Financial Services Little Rock, Arkansas $409M AUM 28.15% 1-Year Est. Return

Commonwealth Equity Services's ICF Position: Q2 2026 in Review

Commonwealth Equity Services increased its iShares Select U.S. REIT ETF (ICF) stake by 0.05% in Q2 2026, buying an estimated $5.58K and bringing the position to 176,144 shares worth $11.9M. The position accounts for 0.02% of the portfolio, ranked #849.

Commonwealth Equity Services first reported a position in ICF in Q2 2013 and has held it in 53 quarters since. The position peaked at $21M in Q2 2016. 134 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

Commonwealth Equity Services held 176,144 shares of iShares Select U.S. REIT ETF worth $11.9M as of Q2 2026.
Commonwealth Equity Services bought 83 iShares Select U.S. REIT ETF shares in Q2 2026, an estimated $5.58K.
iShares Select U.S. REIT ETF made up 0.02% of Commonwealth Equity Services's portfolio in Q2 2026, its #849 holding.
Commonwealth Equity Services first reported a position in iShares Select U.S. REIT ETF in Q2 2013 and has held it in 53 quarters since.
Commonwealth Equity Services's iShares Select U.S. REIT ETF position peaked at $21M in Q2 2016.
134 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.