Family Office Research’s iShares Select U.S. REIT ETF ICF Stock Holding History

Family Office Research’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	$918K	Buy	13,569 +1,203	+10%	+$80.8K	0.34%	30
2026 Q1	$765K	Sell	12,366 -52	-0.4%	-$3.26K	0.33%	31
2025 Q4	$746K	Buy	12,418 +666	+6%	+$40.4K	0.3%	34
2025 Q3	$724K	Sell	11,752 -2,189	-16%	-$134K	0.32%	35
2025 Q2	$853K	Sell	13,941 -58	-0.4%	-$3.52K	0.4%	30
2025 Q1	$861K	Sell	13,999 -92	-0.7%	-$5.63K	0.42%	28
2024 Q4	$849K	Buy	+14,091	New	+$899K	0.37%	29

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

Family Office Research's ICF Position: Q2 2026 in Review

Family Office Research increased its iShares Select U.S. REIT ETF (ICF) stake by 9.7% in Q2 2026, buying an estimated $80.8K and bringing the position to 13,569 shares worth $918K. The position accounts for 0.34% of the portfolio, ranked #30.

Family Office Research first reported a position in ICF in Q4 2024 and has held it in 7 quarters since. 372 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

Family Office Research held 13,569 shares of iShares Select U.S. REIT ETF worth $918K as of Q2 2026.
Family Office Research bought 1,203 iShares Select U.S. REIT ETF shares in Q2 2026, an estimated $80.8K.
iShares Select U.S. REIT ETF made up 0.34% of Family Office Research's portfolio in Q2 2026, its #30 holding.
Family Office Research first reported a position in iShares Select U.S. REIT ETF in Q4 2024 and has held it in 7 quarters since.
372 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on Family Office Research's 13F filing for Q2 2026, filed 27 Jul 2026.