Focus Partners Wealth’s iShares Select U.S. REIT ETF ICF Stock Holding History

Focus Partners Wealth’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	$11.5M	Buy	169,852 +3,650	+2%	+$245K	0.01%	675
2026 Q1	$10.3M	Sell	166,202 -2,476	-1%	-$155K	0.01%	710
2025 Q4	$10.1M	Buy	168,678 +594	+0.4%	+$36.1K	0.01%	693
2025 Q3	$10.4M	Buy	168,084 +28,568	+20%	+$1.75M	0.02%	551
2025 Q2	$8.53M	Buy	139,516 +1,818	+1%	+$110K	0.02%	535
2025 Q1	$8.47M	Sell	137,698 -1,179	-0.8%	-$72.1K	0.02%	503
2024 Q4	$8.37M	Buy	138,877 +112,864	+434%	+$7.2M	0.02%	504
2024 Q3	$1.71M	Buy	+26,013	New	+$1.62M	0.01%	808

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

Focus Partners Wealth's ICF Position: Q2 2026 in Review

Focus Partners Wealth increased its iShares Select U.S. REIT ETF (ICF) stake by 2.2% in Q2 2026, buying an estimated $245K and bringing the position to 169,852 shares worth $11.5M. The position accounts for 0.01% of the portfolio, ranked #675.

Focus Partners Wealth first reported a position in ICF in Q3 2024 and has held it in 8 quarters since. 370 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

Focus Partners Wealth held 169,852 shares of iShares Select U.S. REIT ETF worth $11.5M as of Q2 2026.
Focus Partners Wealth bought 3,650 iShares Select U.S. REIT ETF shares in Q2 2026, an estimated $245K.
iShares Select U.S. REIT ETF made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #675 holding.
Focus Partners Wealth first reported a position in iShares Select U.S. REIT ETF in Q3 2024 and has held it in 8 quarters since.
370 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.