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 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

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

Frank Rimerman Advisors's ICF Position: Q2 2026 in Review

Frank Rimerman Advisors reduced its iShares Select U.S. REIT ETF (ICF) stake by 2.7% in Q2 2026, selling an estimated $61.4K and leaving 32,368 shares worth $2.19M. The position accounts for 0.12% of the portfolio, ranked #136.

Frank Rimerman Advisors first reported a position in ICF in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.24M in Q4 2021. 371 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

Frank Rimerman Advisors held 32,368 shares of iShares Select U.S. REIT ETF worth $2.19M as of Q2 2026.
Frank Rimerman Advisors sold 914 iShares Select U.S. REIT ETF shares in Q2 2026, an estimated $61.4K.
iShares Select U.S. REIT ETF made up 0.12% of Frank Rimerman Advisors's portfolio in Q2 2026, its #136 holding.
Frank Rimerman Advisors first reported a position in iShares Select U.S. REIT ETF in Q4 2020 and has held it in 23 quarters since.
Frank Rimerman Advisors's iShares Select U.S. REIT ETF position peaked at $4.24M in Q4 2021.
371 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.