Jordan Park Group’s iShares Select U.S. REIT ETF ICF Stock Holding History

Jordan Park 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 Q3	$260K	Hold	4,140	–	–	0.01%	64
2026 Q2	$280K	Hold	4,140	–	–	0.01%	65
2026 Q1	$256K	Hold	4,140	–	–	0.01%	67
2025 Q4	$247K	Hold	4,140	–	–	0.01%	66
2025 Q3	$255K	Hold	4,140	–	–	0.01%	64
2025 Q2	$253K	Hold	4,140	–	–	0.02%	65
2025 Q1	$255K	Hold	4,140	–	–	0.02%	62
2024 Q4	$249K	Hold	4,140	–	–	0.02%	69
2024 Q3	$273K	Hold	4,140	–	–	0.02%	65
2024 Q2	$237K	Hold	4,140	–	–	0.02%	41
2024 Q1	$239K	Hold	4,140	–	–	0.02%	48
2023 Q4	$243K	Hold	4,140	–	–	0.02%	45
2023 Q3	$208K	Sell	4,140 -1,568	-27%	-$85.7K	0.01%	43
2023 Q2	$317K	Hold	5,708	–	–	0.02%	45
2023 Q1	$317K	Hold	5,708	–	–	0.02%	45
2022 Q4	$313K	Hold	5,708	–	–	0.02%	42
2022 Q3	$306K	Hold	5,708	–	–	0.02%	37
2022 Q2	$347K	Hold	5,708	–	–	0.03%	40
2022 Q1	$405K	Hold	5,708	–	–	0.04%	32
2021 Q4	$434K	Hold	5,708	–	–	0.03%	37
2021 Q3	$373K	Hold	5,708	–	–	0.02%	40
2021 Q2	$373K	Buy	+5,708	New	+$359K	0.02%	75

Other funds holding ICF

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

National Philanthropic Trust Jenkintown, Pennsylvania $7.05B AUM 11.49% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

AMG National Trust Bank Greenwood Village, Colorado $4.91B AUM 13.93% 1-Year Est. Return

Jordan Park Group's ICF Position: Q3 2026 in Review

Jordan Park Group held its iShares Select U.S. REIT ETF (ICF) position steady in Q3 2026 at 4,140 shares worth $260K. The position accounts for 0.01% of the portfolio, ranked #64.

Jordan Park Group first reported a position in ICF in Q2 2021 and has held it in 22 quarters since. The position peaked at $434K in Q4 2021. 322 funds tracked by Wall St. Rank hold ICF as of Q3 2026.

Jordan Park Group held 4,140 shares of iShares Select U.S. REIT ETF worth $260K as of Q3 2026.
Jordan Park Group left its iShares Select U.S. REIT ETF share count unchanged in Q3 2026.
iShares Select U.S. REIT ETF made up 0.01% of Jordan Park Group's portfolio in Q3 2026, its #64 holding.
Jordan Park Group first reported a position in iShares Select U.S. REIT ETF in Q2 2021 and has held it in 22 quarters since.
Jordan Park Group's iShares Select U.S. REIT ETF position peaked at $434K in Q4 2021.
322 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q3 2026.

Based on Jordan Park Group's 13F filing for Q3 2026, filed 6 Nov 2026.