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 $162B AUM 16.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return

Creative Planning's ICF Position: Q1 2026 in Review

Creative Planning reduced its iShares Select U.S. REIT ETF (ICF) stake by 2.1% in Q1 2026, selling an estimated $387K and leaving 293,228 shares worth $18.1M. The position accounts for 0.01% of the portfolio, ranked #482.

Creative Planning first reported a position in ICF in Q2 2013 and has held it in 52 quarters since. The position peaked at $49.7M in Q4 2015. 359 funds tracked by Wall St. Rank hold ICF as of Q1 2026.

Creative Planning held 293,228 shares of iShares Select U.S. REIT ETF worth $18.1M as of Q1 2026.
Creative Planning sold 6,172 iShares Select U.S. REIT ETF shares in Q1 2026, an estimated $387K.
iShares Select U.S. REIT ETF made up 0.01% of Creative Planning's portfolio in Q1 2026, its #482 holding.
Creative Planning first reported a position in iShares Select U.S. REIT ETF in Q2 2013 and has held it in 52 quarters since.
Creative Planning's iShares Select U.S. REIT ETF position peaked at $49.7M in Q4 2015.
359 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.