Howe & Rusling’s iShares Select U.S. REIT ETF ICF Stock Holding History

Howe & Rusling’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	$20.3K	Hold	300	–	–	﹤0.01%	419
2026 Q1	$18.6K	Hold	300	–	–	﹤0.01%	409
2025 Q4	$17.9K	Sell	300 -294	-49%	-$17.9K	﹤0.01%	411
2025 Q3	$36.6K	Hold	594	–	–	﹤0.01%	365
2025 Q2	$36.3K	Buy	594 +294	+98%	+$17.8K	﹤0.01%	359
2025 Q1	$18.5K	Hold	300	–	–	﹤0.01%	360
2024 Q4	$18.1K	Hold	300	–	–	﹤0.01%	347
2024 Q3	$19.8K	Hold	300	–	–	﹤0.01%	336
2024 Q2	$17.2K	Hold	300	–	–	﹤0.01%	320
2024 Q1	$17.3K	Hold	300	–	–	﹤0.01%	326
2023 Q4	$17.6K	Hold	300	–	–	﹤0.01%	308
2023 Q3	$15K	Hold	300	–	–	﹤0.01%	289
2023 Q2	$16.7K	Hold	300	–	–	﹤0.01%	288
2023 Q1	$16.7K	Hold	300	–	–	﹤0.01%	271
2022 Q4	$16.5K	Hold	300	–	–	﹤0.01%	274
2022 Q3	$16K	Hold	300	–	–	﹤0.01%	460
2022 Q2	$18K	Buy	+300	New	+$19.7K	﹤0.01%	434
2020 Q2	–	Sell	-300	Closed	-$14K	–	849
2020 Q1	$14K	Hold	300	–	–	﹤0.01%	386
2019 Q4	$18K	Buy	+300	New	+$17.6K	﹤0.01%	392
2018 Q2	–	Sell	-1,530	Closed	-$71K	–	869
2018 Q1	$71K	Buy	+1,530	New	+$71.7K	0.01%	244

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

Howe & Rusling's ICF Position: Q2 2026 in Review

Howe & Rusling held its iShares Select U.S. REIT ETF (ICF) position steady in Q2 2026 at 300 shares worth $20.3K. The position accounts for ﹤0.01% of the portfolio, ranked #419.

Howe & Rusling first reported a position in ICF in Q1 2018 and has held it in 20 quarters since. The position peaked at $71K in Q1 2018. 372 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

Howe & Rusling held 300 shares of iShares Select U.S. REIT ETF worth $20.3K as of Q2 2026.
Howe & Rusling 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 Howe & Rusling's portfolio in Q2 2026, its #419 holding.
Howe & Rusling first reported a position in iShares Select U.S. REIT ETF in Q1 2018 and has held it in 20 quarters since.
Howe & Rusling's iShares Select U.S. REIT ETF position peaked at $71K in Q1 2018.
372 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on Howe & Rusling's 13F filing for Q2 2026, filed 10 Aug 2026.