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Integrated Wealth Concepts’s iShares Select U.S. REIT ETF ICF Stock Holding History

Integrated Wealth Concepts’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 		$378K Buy
5,593
+1,104
+25% +$74.2K ﹤0.01% 1843
2026
Q1 		$278K Buy
+4,489
New +$281K ﹤0.01% 1908
2025
Q4 		– Sell
-4,561
Closed -$281K – 1827
2025
Q3 		$281K Buy
4,561
+2
+0% +$122 ﹤0.01% 1670
2025
Q2 		$279K Buy
4,559
+2
+0% +$121 ﹤0.01% 1588
2025
Q1 		$280K Sell
4,557
-89
-2% -$5.44K ﹤0.01% 1445
2024
Q4 		$280K Buy
+4,646
New +$296K ﹤0.01% 1408
2023
Q3 		– Sell
-3,700
Closed -$206K – 1587
2023
Q2 		$206K Sell
3,700
-2,402
-39% -$131K ﹤0.01% 1418
2023
Q1 		$339K Buy
6,102
+195
+3% +$11.1K 0.01% 1000
2022
Q4 		$324K Sell
5,907
-801
-12% -$43.8K 0.01% 794
2022
Q3 		$360K Sell
6,708
-865
-11% -$53.8K 0.01% 684
2022
Q2 		$460K Sell
7,573
-2,124
-22% -$140K 0.01% 626
2022
Q1 		$689K Sell
9,697
-356
-4% -$24.5K 0.02% 491
2021
Q4 		$765K Sell
10,053
-329
-3% -$23.3K 0.02% 503
2021
Q3 		$679K Sell
10,382
-959
-8% -$65.7K 0.02% 503
2021
Q2 		$741K Sell
11,341
-2,176
-16% -$137K 0.03% 437
2021
Q1 		$781K Buy
13,517
+493
+4% +$27.2K 0.03% 350
2020
Q4 		$702K Sell
13,024
-2,294
-15% -$121K 0.03% 328
2020
Q3 		$781K Buy
15,318
+686
+5% +$35.5K 0.05% 256
2020
Q2 		$738K Buy
14,632
+6,380
+77% +$314K 0.05% 215
2020
Q1 		$378K Buy
+8,252
New +$462K 0.03% 274

Other funds holding ICF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Integrated Wealth Concepts's ICF Position: Q2 2026 in Review

Integrated Wealth Concepts increased its iShares Select U.S. REIT ETF (ICF) stake by 25% in Q2 2026, buying an estimated $74.2K and bringing the position to 5,593 shares worth $378K. The position accounts for ﹤0.01% of the portfolio, ranked #1843.

Integrated Wealth Concepts first reported a position in ICF in Q1 2020 and has held it in 20 quarters since. The position peaked at $781K in Q1 2021. 372 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

  • Integrated Wealth Concepts held 5,593 shares of iShares Select U.S. REIT ETF worth $378K as of Q2 2026.
  • Integrated Wealth Concepts bought 1,104 iShares Select U.S. REIT ETF shares in Q2 2026, an estimated $74.2K.
  • iShares Select U.S. REIT ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1843 holding.
  • Integrated Wealth Concepts first reported a position in iShares Select U.S. REIT ETF in Q1 2020 and has held it in 20 quarters since.
  • Integrated Wealth Concepts's iShares Select U.S. REIT ETF position peaked at $781K in Q1 2021.
  • 372 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.