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

Gilpin 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	$208K	Sell	3,070 -70	-2%	-$4.7K	0.14%	128
2026 Q1	$194K	Hold	3,140	–	–	0.15%	119
2025 Q4	$187K	Buy	+3,140	New	+$191K	0.15%	119

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 29.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Gilpin Wealth Management reduced its iShares Select U.S. REIT ETF (ICF) stake by 2.2% in Q2 2026, selling an estimated $4.7K and leaving 3,070 shares worth $208K. The position accounts for 0.14% of the portfolio, ranked #128.

Gilpin Wealth Management first reported a position in ICF in Q4 2025 and has held it in 3 quarters since. 369 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

Gilpin Wealth Management held 3,070 shares of iShares Select U.S. REIT ETF worth $208K as of Q2 2026.
Gilpin Wealth Management sold 70 iShares Select U.S. REIT ETF shares in Q2 2026, an estimated $4.7K.
iShares Select U.S. REIT ETF made up 0.14% of Gilpin Wealth Management's portfolio in Q2 2026, its #128 holding.
Gilpin Wealth Management first reported a position in iShares Select U.S. REIT ETF in Q4 2025 and has held it in 3 quarters since.
369 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on Gilpin Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.