Klingman & Associates’s iShares Select U.S. REIT ETF ICF Stock Holding History

Klingman & Associates’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	+3,120	New	+$210K	0.01%	334
2024 Q4	–	Sell	-3,120	Closed	-$206K	–	265
2024 Q3	$206K	Buy	+3,120	New	+$195K	0.01%	255
2023 Q2	–	Sell	-4,052	Closed	-$225K	–	217
2023 Q1	$225K	Hold	4,052	–	–	0.02%	184
2022 Q4	$222K	Hold	4,052	–	–	0.02%	189
2022 Q3	$217K	Hold	4,052	–	–	0.02%	175
2022 Q2	$246K	Hold	4,052	–	–	0.02%	165
2022 Q1	$288K	Hold	4,052	–	–	0.02%	171
2021 Q4	$308K	Hold	4,052	–	–	0.03%	142
2021 Q3	$265K	Hold	4,052	–	–	0.02%	141
2021 Q2	$265K	Hold	4,052	–	–	0.03%	139
2021 Q1	$234K	Hold	4,052	–	–	0.02%	148
2020 Q4	$218K	Buy	+4,052	New	+$214K	0.03%	146

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

Klingman & Associates's ICF Position: Q2 2026 in Review

Klingman & Associates opened a new position in iShares Select U.S. REIT ETF (ICF) in Q2 2026: 3,120 shares worth $211K. The stake represents 0.01% of the portfolio and ranks #334 among its holdings. This is a return to the name: Klingman & Associates previously reported a position in ICF as recently as Q3 2024.

Klingman & Associates first reported a position in ICF in Q4 2020 and has held it in 12 quarters since. The position peaked at $308K in Q4 2021. 371 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

Klingman & Associates held 3,120 shares of iShares Select U.S. REIT ETF worth $211K as of Q2 2026.
iShares Select U.S. REIT ETF was a new Klingman & Associates position in Q2 2026.
iShares Select U.S. REIT ETF made up 0.01% of Klingman & Associates's portfolio in Q2 2026, its #334 holding.
Klingman & Associates first reported a position in iShares Select U.S. REIT ETF in Q4 2020 and has held it in 12 quarters since.
Klingman & Associates's iShares Select U.S. REIT ETF position peaked at $308K in Q4 2021.
371 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.