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

Institute for 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	$14.4K	Buy	+213	New	+$14.3K	﹤0.01%	1229
2020 Q1	–	Sell	-450	Closed	-$26K	–	504
2019 Q4	$26K	Buy	+450	New	+$26.5K	0.01%	546

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

Institute for Wealth Management's ICF Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in iShares Select U.S. REIT ETF (ICF) in Q2 2026: 213 shares worth $14.4K. The stake represents ﹤0.01% of the portfolio and ranks #1229 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in ICF as recently as Q4 2019.

Institute for Wealth Management first reported a position in ICF in Q4 2019 and has held it in 2 quarters since. The position peaked at $26K in Q4 2019. 372 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

Institute for Wealth Management held 213 shares of iShares Select U.S. REIT ETF worth $14.4K as of Q2 2026.
iShares Select U.S. REIT ETF was a new Institute for Wealth Management position in Q2 2026.
iShares Select U.S. REIT ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1229 holding.
Institute for Wealth Management first reported a position in iShares Select U.S. REIT ETF in Q4 2019 and has held it in 2 quarters since.
Institute for Wealth Management's iShares Select U.S. REIT ETF position peaked at $26K in Q4 2019.
372 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.