Frank Rimerman Advisors’s iShares Select U.S. REIT ETF ICF Stock Holding History

Frank Rimerman Advisors’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 Q3	$2.03M	Sell	32,346 -22	-0.1%	-$1.49K	0.11%	140
2026 Q2	$2.19M	Sell	32,368 -914	-3%	-$61.4K	0.12%	136
2026 Q1	$2.06M	Hold	33,282	–	–	0.14%	120
2025 Q4	$1.99M	Sell	33,282 -417	-1%	-$25.3K	0.13%	128
2025 Q3	$2.08M	Hold	33,699	–	–	0.13%	118
2025 Q2	$2.06M	Hold	33,699	–	–	0.14%	118
2025 Q1	$2.07M	Sell	33,699 -1,460	-4%	-$89.3K	0.16%	105
2024 Q4	$2.12M	Buy	35,159 +1,555	+5%	+$99.2K	0.15%	100
2024 Q3	$2.21M	Hold	33,604	–	–	0.16%	109
2024 Q2	$1.93M	Sell	33,604 -35	-0.1%	-$1.94K	0.14%	124
2024 Q1	$1.94M	Buy	33,639 +2,344	+7%	+$134K	0.37%	36
2023 Q4	$1.84M	Buy	31,295 +486	+2%	+$25.7K	0.38%	33
2023 Q3	$1.55M	Buy	30,809 +862	+3%	+$47.1K	0.37%	35
2023 Q2	$1.66M	Sell	29,947 -476	-2%	-$25.9K	0.4%	32
2023 Q1	$1.69M	Buy	30,423 +445	+1%	+$25.3K	0.47%	34
2022 Q4	$1.64M	Sell	29,978 -160	-0.5%	-$8.75K	0.51%	30
2022 Q3	$1.62M	Sell	30,138 -1,394	-4%	-$86.6K	0.58%	28
2022 Q2	$1.92M	Sell	31,532 -25,581	-45%	-$1.68M	0.73%	25
2022 Q1	$4.06M	Buy	57,113 +1,397	+3%	+$96.2K	1.3%	14
2021 Q4	$4.24M	Buy	55,716 +3,189	+6%	+$225K	1.42%	14
2021 Q3	$3.44M	Hold	52,527	–	–	1.33%	15
2021 Q2	$3.43M	Sell	52,527 -948	-2%	-$59.6K	1.34%	14
2021 Q1	$3.09M	Hold	53,475	–	–	1.37%	13
2020 Q4	$2.88M	Buy	+53,475	New	+$2.83M	1.31%	14

Other funds holding ICF

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

IFG Advisors St. Louis, Missouri $730M AUM 19.37% 1-Year Est. Return

Brewster Financial Planning Brooklyn, New York $181M AUM 7.92% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

IFS

Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return

Garde Capital Seattle, Washington $1.8B AUM 11.9% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Mine & Arao Wealth Creation & Management Campbell, California $280M AUM 20.45% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Frank Rimerman Advisors's ICF Position: Q3 2026 in Review

Frank Rimerman Advisors reduced its iShares Select U.S. REIT ETF (ICF) stake by 0.07% in Q3 2026, selling an estimated $1.49K and leaving 32,346 shares worth $2.03M. The position accounts for 0.11% of the portfolio, ranked #140.

Frank Rimerman Advisors first reported a position in ICF in Q4 2020 and has held it in 24 quarters since. The position peaked at $4.24M in Q4 2021. 125 funds tracked by Wall St. Rank hold ICF as of Q3 2026.

Frank Rimerman Advisors held 32,346 shares of iShares Select U.S. REIT ETF worth $2.03M as of Q3 2026.
Frank Rimerman Advisors sold 22 iShares Select U.S. REIT ETF shares in Q3 2026, an estimated $1.49K.
iShares Select U.S. REIT ETF made up 0.11% of Frank Rimerman Advisors's portfolio in Q3 2026, its #140 holding.
Frank Rimerman Advisors first reported a position in iShares Select U.S. REIT ETF in Q4 2020 and has held it in 24 quarters since.
Frank Rimerman Advisors's iShares Select U.S. REIT ETF position peaked at $4.24M in Q4 2021.
125 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q3 2026.

Based on Frank Rimerman Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.