Diversified Portfolios Inc’s iShares Select U.S. REIT ETF ICF Stock Holding History

Diversified Portfolios Inc’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	$252K	Sell	3,731 -140	-4%	-$9.41K	0.02%	184
2026 Q1	$240K	Hold	3,871	–	–	0.02%	161
2025 Q4	$231K	Sell	3,871 -601	-13%	-$36.5K	0.02%	173
2025 Q3	$276K	Sell	4,472 -50	-1%	-$3.06K	0.02%	147
2025 Q2	$277K	Hold	4,522	–	–	0.03%	143
2025 Q1	$278K	Hold	4,522	–	–	0.03%	128
2024 Q4	$272K	Sell	4,522 -1,440	-24%	-$91.8K	0.03%	132
2024 Q3	$393K	Hold	5,962	–	–	0.04%	115
2024 Q2	$342K	Hold	5,962	–	–	0.05%	116
2024 Q1	$344K	Hold	5,962	–	–	0.05%	110
2023 Q4	$350K	Sell	5,962 -255	-4%	-$13.5K	0.06%	107
2023 Q3	$312K	Sell	6,217 -1,062	-15%	-$58.1K	0.06%	103
2023 Q2	$404K	Sell	7,279 -248	-3%	-$13.5K	0.08%	95
2023 Q1	$418K	Buy	7,527 +805	+12%	+$45.8K	0.09%	96
2022 Q4	$369K	Buy	6,722 +215	+3%	+$11.8K	0.08%	102
2022 Q3	$349K	Hold	6,507	–	–	0.09%	100
2022 Q2	$395K	Sell	6,507 -75	-1%	-$4.93K	0.11%	90
2022 Q1	$467K	Hold	6,582	–	–	0.11%	91
2021 Q4	$501K	Sell	6,582 -195	-3%	-$13.8K	0.12%	88
2021 Q3	$443K	Sell	6,777 -155	-2%	-$10.6K	0.12%	77
2021 Q2	$453K	Sell	6,932 -122	-2%	-$7.67K	0.17%	67
2021 Q1	$408K	Hold	7,054	–	–	0.13%	67
2020 Q4	$380K	Hold	7,054	–	–	0.14%	62
2020 Q3	$360K	Hold	7,054	–	–	0.16%	47
2020 Q2	$356K	Sell	7,054 -104	-1%	-$5.12K	0.17%	42
2020 Q1	$328K	Sell	7,158 -1,960	-21%	-$110K	0.18%	39
2019 Q4	$533K	Hold	9,118	–	–	0.25%	31
2019 Q3	$547K	Sell	9,118 -656	-7%	-$38.4K	0.28%	31
2019 Q2	$551K	Sell	9,774 -362	-4%	-$20.3K	0.3%	27
2019 Q1	$564K	Sell	10,136 -480	-5%	-$25.3K	0.31%	29
2018 Q4	$508K	Sell	10,616 -608	-5%	-$30.3K	0.31%	28
2018 Q3	$562K	Hold	11,224	–	–	0.31%	27
2018 Q2	$561K	Hold	11,224	–	–	0.32%	26
2018 Q1	$524K	Sell	11,224 -804	-7%	-$37.7K	0.3%	27
2017 Q4	$609K	Sell	12,028 -1,614	-12%	-$82.1K	0.33%	26
2017 Q3	$687K	Sell	13,642 -672	-5%	-$34.1K	0.39%	25
2017 Q2	$724K	Hold	14,314	–	–	0.43%	22
2017 Q1	$714K	Hold	14,314	–	–	0.43%	21
2016 Q4	$713K	Buy	+14,314	New	+$703K	0.44%	20
2016 Q3	–	Sell	-17,722	Closed	-$959K	–	49
2016 Q2	$959K	Sell	17,722 -1,082	-6%	-$55.6K	0.6%	19
2016 Q1	$970K	Sell	18,804 -994	-5%	-$47.9K	0.61%	19
2015 Q4	$982K	Sell	19,798 -1,050	-5%	-$51K	0.63%	18
2015 Q3	$965K	Sell	20,848 -440	-2%	-$20.5K	0.64%	18
2015 Q2	$1.02M	Sell	21,288 -154	-0.7%	-$7.38K	0.64%	19
2015 Q1	$1.08M	Sell	21,442 -1,068	-5%	-$54.4K	0.69%	17
2014 Q4	$1.09M	Buy	+22,510	New	+$1.05M	0.65%	18

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

Diversified Portfolios Inc's ICF Position: Q2 2026 in Review

Diversified Portfolios Inc reduced its iShares Select U.S. REIT ETF (ICF) stake by 3.6% in Q2 2026, selling an estimated $9.41K and leaving 3,731 shares worth $252K. The position accounts for 0.02% of the portfolio, ranked #184.

Diversified Portfolios Inc first reported a position in ICF in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.09M in Q4 2014. 371 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

Diversified Portfolios Inc held 3,731 shares of iShares Select U.S. REIT ETF worth $252K as of Q2 2026.
Diversified Portfolios Inc sold 140 iShares Select U.S. REIT ETF shares in Q2 2026, an estimated $9.41K.
iShares Select U.S. REIT ETF made up 0.02% of Diversified Portfolios Inc's portfolio in Q2 2026, its #184 holding.
Diversified Portfolios Inc first reported a position in iShares Select U.S. REIT ETF in Q4 2014 and has held it in 46 quarters since.
Diversified Portfolios Inc's iShares Select U.S. REIT ETF position peaked at $1.09M in Q4 2014.
371 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on Diversified Portfolios Inc's 13F filing for Q2 2026, filed 4 Aug 2026.