Creative Planning’s iShares Select U.S. REIT ETF ICF Stock Holding History

Creative Planning’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
2023 Q3	–	Sell	-200	Closed	-$146	–	2960
2023 Q2	$146	Hold	200	–	–	﹤0.01%	2632
2023 Q1	$406	Buy	+200	New	+$11.4K	﹤0.01%	2592

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

Creative Planning's ICF Position: Q2 2026 in Review

Creative Planning reduced its iShares Select U.S. REIT ETF (ICF) stake by 2.6% in Q2 2026, selling an estimated $511K and leaving 285,621 shares worth $19.3M. The position accounts for 0.01% of the portfolio, ranked #519.

Creative Planning first reported a position in ICF in Q2 2013 and has held it in 53 quarters since. The position peaked at $49.7M in Q4 2015. 372 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

Creative Planning held 285,621 shares of iShares Select U.S. REIT ETF worth $19.3M as of Q2 2026.
Creative Planning sold 7,607 iShares Select U.S. REIT ETF shares in Q2 2026, an estimated $511K.
iShares Select U.S. REIT ETF made up 0.01% of Creative Planning's portfolio in Q2 2026, its #519 holding.
Creative Planning first reported a position in iShares Select U.S. REIT ETF in Q2 2013 and has held it in 53 quarters since.
Creative Planning's iShares Select U.S. REIT ETF position peaked at $49.7M in Q4 2015.
372 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.