Kestra Private Wealth Services’s iShares Select U.S. REIT ETF ICF Stock Holding History

Kestra Private Wealth Services’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	$211K	Buy	+3,123	New	+$210K	﹤0.01%	1681
2024 Q1	–	Sell	-3,878	Closed	-$228K	–	1337
2023 Q4	$228K	Buy	+3,878	New	+$205K	0.01%	1057

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

Kestra Private Wealth Services's ICF Position: Q2 2026 in Review

Kestra Private Wealth Services opened a new position in iShares Select U.S. REIT ETF (ICF) in Q2 2026: 3,123 shares worth $211K. The stake represents ﹤0.01% of the portfolio and ranks #1681 among its holdings. This is a return to the name: Kestra Private Wealth Services previously reported a position in ICF as recently as Q4 2023.

Kestra Private Wealth Services first reported a position in ICF in Q4 2023 and has held it in 2 quarters since. The position peaked at $228K in Q4 2023. 372 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

Kestra Private Wealth Services held 3,123 shares of iShares Select U.S. REIT ETF worth $211K as of Q2 2026.
iShares Select U.S. REIT ETF was a new Kestra Private Wealth Services position in Q2 2026.
iShares Select U.S. REIT ETF made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1681 holding.
Kestra Private Wealth Services first reported a position in iShares Select U.S. REIT ETF in Q4 2023 and has held it in 2 quarters since.
Kestra Private Wealth Services's iShares Select U.S. REIT ETF position peaked at $228K in Q4 2023.
372 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.