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

CreativeOne Wealth’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 		$647K Buy
9,562
+157
+2% +$10.5K 0.01% 715
2026
Q1 		$582K Sell
9,405
-351
-4% -$22K 0.01% 751
2025
Q4 		$582K Sell
9,756
-852
-8% -$51.7K 0.01% 740
2025
Q3 		$654K Buy
10,608
+956
+10% +$58.4K 0.02% 681
2025
Q2 		$590K Sell
9,652
-343
-3% -$20.8K 0.02% 683
2025
Q1 		$615K Sell
9,995
-1,107
-10% -$67.7K 0.02% 620
2024
Q4 		$669K Sell
11,102
-115
-1% -$7.33K 0.02% 606
2024
Q3 		$739K Sell
11,217
-303
-3% -$18.9K 0.03% 517
2024
Q2 		$660K Sell
11,520
-719
-6% -$39.9K 0.03% 415
2024
Q1 		$706K Sell
12,239
-1,457
-11% -$83.1K 0.03% 467
2023
Q4 		$804K Sell
13,696
-441
-3% -$23.3K 0.05% 283
2023
Q3 		$709K Sell
14,137
-963
-6% -$52.6K 0.05% 285
2023
Q2 		$839K Sell
15,100
-2,229
-13% -$121K 0.04% 359
2023
Q1 		$963K Sell
17,329
-494
-3% -$28.1K 0.05% 313
2022
Q4 		$978K Sell
17,823
-445
-2% -$24.3K 0.05% 290
2022
Q3 		$981K Sell
18,268
-25
-0.1% -$1.55K 0.06% 265
2022
Q2 		$1.11M Buy
18,293
+725
+4% +$47.7K 0.06% 243
2022
Q1 		$1.25M Buy
17,568
+154
+0.9% +$10.6K 0.06% 244
2021
Q4 		$1.32M Buy
17,414
+680
+4% +$48.1K 0.07% 245
2021
Q3 		$1.09M Buy
16,734
+812
+5% +$55.6K 0.06% 256
2021
Q2 		$1.04M Sell
15,922
-2,131
-12% -$134K 0.06% 249
2021
Q1 		$1.04M Sell
18,053
-2,343
-11% -$129K 0.08% 195
2020
Q4 		$1.1M Buy
+20,396
New +$1.08M 0.09% 172

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 29.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CreativeOne Wealth's ICF Position: Q2 2026 in Review

CreativeOne Wealth increased its iShares Select U.S. REIT ETF (ICF) stake by 1.7% in Q2 2026, buying an estimated $10.5K and bringing the position to 9,562 shares worth $647K. The position accounts for 0.01% of the portfolio, ranked #715.

CreativeOne Wealth first reported a position in ICF in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.32M in Q4 2021. 369 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

  • CreativeOne Wealth held 9,562 shares of iShares Select U.S. REIT ETF worth $647K as of Q2 2026.
  • CreativeOne Wealth bought 157 iShares Select U.S. REIT ETF shares in Q2 2026, an estimated $10.5K.
  • iShares Select U.S. REIT ETF made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #715 holding.
  • CreativeOne Wealth first reported a position in iShares Select U.S. REIT ETF in Q4 2020 and has held it in 23 quarters since.
  • CreativeOne Wealth's iShares Select U.S. REIT ETF position peaked at $1.32M in Q4 2021.
  • 369 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.