Key Financial Inc’s iShares Select U.S. REIT ETF ICF Stock Holding History

Key Financial Inc’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	–	Sell	-2	Closed	-$124	–	1398
2026 Q1	$124	Hold	2	–	–	﹤0.01%	1355
2025 Q4	$119	Hold	2	–	–	﹤0.01%	1402
2025 Q3	$123	Hold	2	–	–	﹤0.01%	1419
2025 Q2	$122	Hold	2	–	–	﹤0.01%	1392
2025 Q1	$123	Hold	2	–	–	﹤0.01%	1351
2024 Q4	$121	Hold	2	–	–	﹤0.01%	1353
2024 Q3	$132	Hold	2	–	–	﹤0.01%	1321
2024 Q2	$115	Hold	2	–	–	﹤0.01%	1310
2024 Q1	$115	Hold	2	–	–	﹤0.01%	1283
2023 Q4	$117	Hold	2	–	–	﹤0.01%	1287
2023 Q3	$100	Hold	2	–	–	﹤0.01%	1316
2023 Q2	$111	Hold	2	–	–	﹤0.01%	1360
2023 Q1	$111	Hold	2	–	–	﹤0.01%	1147
2022 Q4	$107	Hold	2	–	–	﹤0.01%	1151
2022 Q3	$0	Hold	2	–	–	﹤0.01%	1143
2022 Q2	$0	Hold	2	–	–	﹤0.01%	1122
2022 Q1	$0	Hold	2	–	–	﹤0.01%	1081
2021 Q4	$0	Hold	2	–	–	﹤0.01%	973
2021 Q3	$0	Hold	2	–	–	﹤0.01%	930
2021 Q2	$0	Hold	2	–	–	﹤0.01%	870
2021 Q1	$0	Hold	2	–	–	﹤0.01%	779
2020 Q4	$0	Buy	+2	New	+$106	﹤0.01%	723
2020 Q2	–	Sell	-2	Closed	–	–	335
2020 Q1	$0	Buy	+2	New	+$112	﹤0.01%	698

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

Key Financial Inc's ICF Position: Q2 2026 in Review

Key Financial Inc sold out of iShares Select U.S. REIT ETF (ICF) in Q2 2026, closing a stake of 2 shares — an estimated $124 sold.

Key Financial Inc first reported a position in ICF in Q1 2020 and held it in 23 quarters. The position peaked at $132 in Q3 2024. 372 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

Key Financial Inc reported no remaining iShares Select U.S. REIT ETF position as of Q2 2026 after selling out during the quarter.
Key Financial Inc sold 2 iShares Select U.S. REIT ETF shares in Q2 2026, an estimated $124.
Key Financial Inc first reported a position in iShares Select U.S. REIT ETF in Q1 2020 and held it in 23 quarters.
Key Financial Inc's iShares Select U.S. REIT ETF position peaked at $132 in Q3 2024.
372 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.