Concord Wealth Partners’s iShares Select U.S. REIT ETF ICF Stock Holding History

Concord Wealth Partners’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	$4.87K	Buy	+72	New	+$4.84K	﹤0.01%	665
2026 Q1	–	Sell	-72	Closed	-$4.3K	–	467
2025 Q4	$4.3K	Hold	72	–	–	﹤0.01%	644
2025 Q3	$4.44K	Hold	72	–	–	﹤0.01%	642
2025 Q2	$4.4K	Hold	72	–	–	﹤0.01%	647
2025 Q1	$4.43K	Hold	72	–	–	﹤0.01%	599
2024 Q4	$4.34K	Hold	72	–	–	﹤0.01%	622
2024 Q3	$4.75K	Hold	72	–	–	﹤0.01%	641
2024 Q2	$4.13K	Hold	72	–	–	﹤0.01%	596
2024 Q1	$4.15K	Hold	72	–	–	﹤0.01%	679
2023 Q4	$4.23K	Hold	72	–	–	﹤0.01%	654
2023 Q3	$3.61K	Hold	72	–	–	﹤0.01%	771
2023 Q2	$4K	Hold	72	–	–	﹤0.01%	750
2023 Q1	$4K	Hold	72	–	–	﹤0.01%	707
2022 Q4	$3.95K	Buy	+72	New	+$3.94K	﹤0.01%	815
2022 Q3	–	Sell	-72	Closed	-$4K	–	598
2022 Q2	$4K	Hold	72	–	–	﹤0.01%	872
2022 Q1	$5K	Hold	72	–	–	﹤0.01%	905
2021 Q4	$5K	Buy	+72	New	+$5.09K	﹤0.01%	945
2021 Q3	–	Sell	-72	Closed	-$5K	–	958
2021 Q2	$5K	Hold	72	–	–	﹤0.01%	733
2021 Q1	$4K	Buy	+72	New	+$3.97K	﹤0.01%	717

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

Concord Wealth Partners's ICF Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in iShares Select U.S. REIT ETF (ICF) in Q2 2026: 72 shares worth $4.87K. The stake represents ﹤0.01% of the portfolio and ranks #665 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in ICF as recently as Q4 2025.

Concord Wealth Partners first reported a position in ICF in Q1 2021 and has held it in 19 quarters since. The position peaked at $5K in Q1 2022. 371 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

Concord Wealth Partners held 72 shares of iShares Select U.S. REIT ETF worth $4.87K as of Q2 2026.
iShares Select U.S. REIT ETF was a new Concord Wealth Partners position in Q2 2026.
iShares Select U.S. REIT ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #665 holding.
Concord Wealth Partners first reported a position in iShares Select U.S. REIT ETF in Q1 2021 and has held it in 19 quarters since.
Concord Wealth Partners's iShares Select U.S. REIT ETF position peaked at $5K in Q1 2022.
371 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.