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

Diversify Wealth Management’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	$497K	Sell	7,100 -1,582	-18%	-$106K	0.01%	869
2026 Q1	$579K	Sell	8,682 -210	-2%	-$13.2K	0.01%	765
2025 Q4	$538K	Hold	8,892	–	–	0.03%	425
2025 Q3	$538K	Hold	8,892	–	–	0.03%	363
2025 Q2	$532K	Hold	8,892	–	–	0.03%	359
2025 Q1	$538K	Sell	8,892 -664	-7%	-$40.6K	0.04%	347
2024 Q4	$554K	Sell	9,556 -1,388	-13%	-$88.5K	0.04%	335
2024 Q3	$718K	Buy	+10,944	New	+$684K	0.07%	235

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

Diversify Wealth Management's ICF Position: Q2 2026 in Review

Diversify Wealth Management reduced its iShares Select U.S. REIT ETF (ICF) stake by 18% in Q2 2026, selling an estimated $106K and leaving 7,100 shares worth $497K. The position accounts for 0.01% of the portfolio, ranked #869.

Diversify Wealth Management first reported a position in ICF in Q3 2024 and has held it in 8 quarters since. The position peaked at $718K in Q3 2024. 372 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

Diversify Wealth Management held 7,100 shares of iShares Select U.S. REIT ETF worth $497K as of Q2 2026.
Diversify Wealth Management sold 1,582 iShares Select U.S. REIT ETF shares in Q2 2026, an estimated $106K.
iShares Select U.S. REIT ETF made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #869 holding.
Diversify Wealth Management first reported a position in iShares Select U.S. REIT ETF in Q3 2024 and has held it in 8 quarters since.
Diversify Wealth Management's iShares Select U.S. REIT ETF position peaked at $718K in Q3 2024.
372 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.