Dakota Wealth Management’s iShares Select U.S. REIT ETF ICF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $963K | Sell |
14,240
-1,872
| -12% | -$126K | 0.02% | 437 |
|
|
2026
Q1 | $997K | Sell |
16,112
-239
| -1% | -$15K | 0.02% | 402 |
|
|
2025
Q4 | $976K | Buy |
16,351
+142
| +0.9% | +$8.62K | 0.02% | 410 |
|
|
2025
Q3 | $999K | Sell |
16,209
-58
| -0.4% | -$3.54K | 0.02% | 355 |
|
|
2025
Q2 | $995K | Sell |
16,267
-586
| -3% | -$35.5K | 0.02% | 381 |
|
|
2025
Q1 | $1.04M | Hold |
16,853
| – | – | 0.02% | 366 |
|
|
2024
Q4 | $1.02M | Sell |
16,853
-300
| -2% | -$19.1K | 0.02% | 363 |
|
|
2024
Q3 | $1.13M | Hold |
17,153
| – | – | 0.03% | 351 |
|
|
2024
Q2 | $983K | Sell |
17,153
-75
| -0.4% | -$4.16K | 0.02% | 375 |
|
|
2024
Q1 | $994K | Buy |
17,228
+9,867
| +134% | +$563K | 0.02% | 375 |
|
|
2023
Q4 | $432K | Sell |
7,361
-5,603
| -43% | -$296K | 0.02% | 442 |
|
|
2023
Q3 | $650K | Sell |
12,964
-964
| -7% | -$52.7K | 0.03% | 354 |
|
|
2023
Q2 | $774K | Sell |
13,928
-1,051
| -7% | -$57.2K | 0.04% | 295 |
|
|
2023
Q1 | $832K | Sell |
14,979
-3,621
| -19% | -$206K | 0.06% | 260 |
|
|
2022
Q4 | $1.02M | Sell |
18,600
-13,349
| -42% | -$730K | 0.07% | 222 |
|
|
2022
Q3 | $1.71M | Sell |
31,949
-9,375
| -23% | -$583K | 0.14% | 161 |
|
|
2022
Q2 | $2.51M | Sell |
41,324
-9,217
| -18% | -$606K | 0.23% | 115 |
|
|
2022
Q1 | $3.59M | Buy |
50,541
+1,667
| +3% | +$115K | 0.29% | 104 |
|
|
2021
Q4 | $3.72M | Sell |
48,874
-3,520
| -7% | -$249K | 0.39% | 68 |
|
|
2021
Q3 | $3.43M | Sell |
52,394
-5,117
| -9% | -$350K | 0.39% | 72 |
|
|
2021
Q2 | $3.76M | Buy |
57,511
+466
| +0.8% | +$29.3K | 0.45% | 64 |
|
|
2021
Q1 | $3.3M | Sell |
57,045
-36,112
| -39% | -$1.99M | 0.43% | 69 |
|
|
2020
Q4 | $5.02M | Sell |
93,157
-10,611
| -10% | -$562K | 0.65% | 42 |
|
|
2020
Q3 | $5.29M | Sell |
103,768
-8,928
| -8% | -$462K | 0.83% | 33 |
|
|
2020
Q2 | $5.68M | Sell |
112,696
-408
| -0.4% | -$20.1K | 0.97% | 26 |
|
|
2020
Q1 | $5.18M | Sell |
113,104
-2,192
| -2% | -$123K | 1.13% | 22 |
|
|
2019
Q4 | $6.74M | Sell |
115,296
-3,238
| -3% | -$190K | 1.08% | 20 |
|
|
2019
Q3 | $7.11M | Buy |
118,534
+5,628
| +5% | +$329K | 1.22% | 19 |
|
|
2019
Q2 | $6.36M | Buy |
112,906
+3,450
| +3% | +$194K | 1.22% | 17 |
|
|
2019
Q1 | $6.09M | Buy |
109,456
+22,376
| +26% | +$1.18M | 1.21% | 16 |
|
|
2018
Q4 | $4.36M | Hold |
87,080
| – | – | 0.99% | 25 |
|
|
2018
Q3 | $4.36M | Buy |
87,080
+14,534
| +20% | +$737K | 0.98% | 26 |
|
|
2018
Q2 | $3.62M | Buy |
72,546
+6,414
| +10% | +$305K | 1.01% | 25 |
|
|
2018
Q1 | $3.08M | Sell |
66,132
-23,368
| -26% | -$1.1M | 1.59% | 19 |
|
|
2017
Q4 | $4.53M | Buy |
89,500
+246
| +0.3% | +$12.5K | 2.4% | 14 |
|
|
2017
Q3 | $4.49M | Buy |
89,254
+2,352
| +3% | +$119K | 2.43% | 14 |
|
|
2017
Q2 | $4.39M | Buy |
86,902
+2,902
| +3% | +$147K | 2.43% | 14 |
|
|
2017
Q1 | $4.19M | Buy |
84,000
+156
| +0.2% | +$7.81K | 2.45% | 15 |
|
|
2016
Q4 | $4.18M | Sell |
83,844
-1,544
| -2% | -$75.8K | 2.7% | 15 |
|
|
2016
Q3 | $4.48M | Buy |
85,388
+1,048
| +1% | +$56.7K | 2.91% | 15 |
|
|
2016
Q2 | $4.56M | Buy |
84,340
+3,386
| +4% | +$174K | 3.07% | 15 |
|
|
2016
Q1 | $4.18M | Sell |
80,954
-174
| -0.2% | -$8.39K | 3% | 15 |
|
|
2015
Q4 | $4.03M | Sell |
81,128
-770
| -0.9% | -$37.4K | 2.73% | 17 |
|
|
2015
Q3 | $3.79M | Sell |
81,898
-10,520
| -11% | -$489K | 2.6% | 17 |
|
|
2015
Q2 | $4.14M | Sell |
92,418
-1,560
| -2% | -$74.7K | 2.5% | 17 |
|
|
2015
Q1 | $4.75M | Buy |
93,978
+8,016
| +9% | +$409K | 2.82% | 17 |
|
|
2014
Q4 | $4.16M | Buy |
+85,962
| New | +$4.01M | 2.6% | 17 |
|
Other funds holding ICF
FIA
Dakota Wealth Management's ICF Position: Q2 2026 in Review
Dakota Wealth Management reduced its iShares Select U.S. REIT ETF (ICF) stake by 12% in Q2 2026, selling an estimated $126K and leaving 14,240 shares worth $963K. The position accounts for 0.02% of the portfolio, ranked #437.
Dakota Wealth Management first reported a position in ICF in Q4 2014 and has held it in 47 quarters since. The position peaked at $7.11M in Q3 2019. 369 funds tracked by Wall St. Rank hold ICF as of Q2 2026.
- Dakota Wealth Management held 14,240 shares of iShares Select U.S. REIT ETF worth $963K as of Q2 2026.
- Dakota Wealth Management sold 1,872 iShares Select U.S. REIT ETF shares in Q2 2026, an estimated $126K.
- iShares Select U.S. REIT ETF made up 0.02% of Dakota Wealth Management's portfolio in Q2 2026, its #437 holding.
- Dakota Wealth Management first reported a position in iShares Select U.S. REIT ETF in Q4 2014 and has held it in 47 quarters since.
- Dakota Wealth Management's iShares Select U.S. REIT ETF position peaked at $7.11M in Q3 2019.
- 369 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.
Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.