HM Payson & Co’s iShares Select U.S. REIT ETF ICF Stock Holding History

HM Payson & Co’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	$30.4K	Hold	450	–	–	﹤0.01%	800
2026 Q1	$27.9K	Hold	450	–	–	﹤0.01%	796
2025 Q4	$26.9K	Hold	450	–	–	﹤0.01%	795
2025 Q3	$27.7K	Hold	450	–	–	﹤0.01%	788
2025 Q2	$27.5K	Hold	450	–	–	﹤0.01%	746
2025 Q1	$27.7K	Sell	450 -400	-47%	-$24.5K	﹤0.01%	741
2024 Q4	$51.2K	Hold	850	–	–	﹤0.01%	637
2024 Q3	$56K	Hold	850	–	–	﹤0.01%	611
2024 Q2	$48.7K	Sell	850 -29	-3%	-$1.61K	﹤0.01%	607
2024 Q1	$50.7K	Buy	879 +29	+3%	+$1.65K	﹤0.01%	591
2023 Q4	$49.9K	Hold	850	–	–	﹤0.01%	599
2023 Q3	$42.6K	Hold	850	–	–	﹤0.01%	609
2023 Q2	$47.2K	Hold	850	–	–	﹤0.01%	583
2023 Q1	$47.2K	Hold	850	–	–	﹤0.01%	581
2022 Q4	$46.6K	Hold	850	–	–	﹤0.01%	563
2022 Q3	$46K	Hold	850	–	–	﹤0.01%	586
2022 Q2	$52K	Hold	850	–	–	﹤0.01%	570
2022 Q1	$60K	Hold	850	–	–	﹤0.01%	571
2021 Q4	$65K	Hold	850	–	–	﹤0.01%	570
2021 Q3	$56K	Hold	850	–	–	﹤0.01%	573
2021 Q2	$56K	Hold	850	–	–	﹤0.01%	567
2021 Q1	$49K	Hold	850	–	–	﹤0.01%	608
2020 Q4	$46K	Hold	850	–	–	﹤0.01%	617
2020 Q3	$43K	Hold	850	–	–	﹤0.01%	590
2020 Q2	$43K	Buy	850 +400	+89%	+$19.7K	﹤0.01%	544
2020 Q1	$21K	Hold	450	–	–	﹤0.01%	630
2019 Q4	$26K	Hold	450	–	–	﹤0.01%	687
2019 Q3	$27K	Hold	450	–	–	﹤0.01%	681
2019 Q2	$25K	Buy	+450	New	+$25.3K	﹤0.01%	701

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

HM Payson & Co's ICF Position: Q2 2026 in Review

HM Payson & Co held its iShares Select U.S. REIT ETF (ICF) position steady in Q2 2026 at 450 shares worth $30.4K. The position accounts for ﹤0.01% of the portfolio, ranked #800.

HM Payson & Co first reported a position in ICF in Q2 2019 and has held it in 29 quarters since. The position peaked at $65K in Q4 2021. 371 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

HM Payson & Co held 450 shares of iShares Select U.S. REIT ETF worth $30.4K as of Q2 2026.
HM Payson & Co left its iShares Select U.S. REIT ETF share count unchanged in Q2 2026.
iShares Select U.S. REIT ETF made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #800 holding.
HM Payson & Co first reported a position in iShares Select U.S. REIT ETF in Q2 2019 and has held it in 29 quarters since.
HM Payson & Co's iShares Select U.S. REIT ETF position peaked at $65K in Q4 2021.
371 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.