JDM Financial Group’s iShares Select U.S. REIT ETF ICF Stock Holding History

JDM Financial Group’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	$66.3K	Hold	980	–	–	0.02%	100
2026 Q1	$60.7K	Hold	980	–	–	0.02%	101
2025 Q4	$58.5K	Hold	980	–	–	0.02%	97
2025 Q3	$60.4K	Hold	980	–	–	0.03%	92
2025 Q2	$59.9K	Hold	980	–	–	0.03%	84
2025 Q1	$60.3K	Hold	980	–	–	0.03%	77
2024 Q4	$59.1K	Hold	980	–	–	0.03%	79
2024 Q3	$64.6K	Hold	980	–	–	0.04%	73
2024 Q2	$56.1K	Hold	980	–	–	0.04%	73
2024 Q1	$56.5K	Hold	980	–	–	0.04%	67
2023 Q4	$57.6K	Hold	980	–	–	0.05%	62
2023 Q3	$49.2K	Hold	980	–	–	0.05%	64
2023 Q2	$54.5K	Hold	980	–	–	0.05%	64
2023 Q1	$54.4K	Hold	980	–	–	0.05%	63
2022 Q4	$53.7K	Buy	+980	New	+$53.6K	0.05%	64

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

JDM Financial Group's ICF Position: Q2 2026 in Review

JDM Financial Group held its iShares Select U.S. REIT ETF (ICF) position steady in Q2 2026 at 980 shares worth $66.3K. The position accounts for 0.02% of the portfolio, ranked #100.

JDM Financial Group first reported a position in ICF in Q4 2022 and has held it in 15 quarters since. 371 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

JDM Financial Group held 980 shares of iShares Select U.S. REIT ETF worth $66.3K as of Q2 2026.
JDM Financial Group left its iShares Select U.S. REIT ETF share count unchanged in Q2 2026.
iShares Select U.S. REIT ETF made up 0.02% of JDM Financial Group's portfolio in Q2 2026, its #100 holding.
JDM Financial Group first reported a position in iShares Select U.S. REIT ETF in Q4 2022 and has held it in 15 quarters since.
371 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on JDM Financial Group's 13F filing for Q2 2026, filed 18 Aug 2026.