CX Institutional’s iShares Select U.S. REIT ETF ICF Stock Holding History

CX Institutional’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	$50K	Sell	745 -738	-50%	-$49.6K	﹤0.01%	984
2026 Q1	$92K	Buy	1,483 +356	+32%	+$22.3K	﹤0.01%	867
2025 Q4	$67K	Buy	1,127 +694	+160%	+$42.1K	﹤0.01%	922
2025 Q3	$27K	Sell	433 -285	-40%	-$17.4K	﹤0.01%	1049
2025 Q2	$44K	Buy	718 +562	+360%	+$34.1K	﹤0.01%	874
2025 Q1	$10K	Buy	+156	New	+$9.54K	﹤0.01%	1014
2022 Q3	–	Sell	-122	Closed	-$7K	–	775
2022 Q2	$7K	Buy	+122	New	+$8.02K	﹤0.01%	995
2019 Q2	–	Sell	-1,408	Closed	-$78K	–	969
2019 Q1	$78K	Buy	+1,408	New	+$74.1K	0.01%	295

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

CX Institutional's ICF Position: Q2 2026 in Review

CX Institutional reduced its iShares Select U.S. REIT ETF (ICF) stake by 50% in Q2 2026, selling an estimated $49.6K and leaving 745 shares worth $50K. The position accounts for ﹤0.01% of the portfolio, ranked #984.

CX Institutional first reported a position in ICF in Q1 2019 and has held it in 8 quarters since. The position peaked at $92K in Q1 2026. 371 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

CX Institutional held 745 shares of iShares Select U.S. REIT ETF worth $50K as of Q2 2026.
CX Institutional sold 738 iShares Select U.S. REIT ETF shares in Q2 2026, an estimated $49.6K.
iShares Select U.S. REIT ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #984 holding.
CX Institutional first reported a position in iShares Select U.S. REIT ETF in Q1 2019 and has held it in 8 quarters since.
CX Institutional's iShares Select U.S. REIT ETF position peaked at $92K in Q1 2026.
371 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.