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 Q3	–	Sell	-3,120	Closed	-$211K	–	434
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

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

IFG Advisors St. Louis, Missouri $730M AUM 19.37% 1-Year Est. Return

Brewster Financial Planning Brooklyn, New York $181M AUM 7.92% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

IFS

Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Frank Rimerman Advisors Palo Alto, California $1.81B AUM 32.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PW Nova Financial Services Newtown, Pennsylvania $491M AUM 22.36% 1-Year Est. Return

JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return

Klingman & Associates's ICF Position: Q3 2026 in Review

Klingman & Associates sold out of iShares Select U.S. REIT ETF (ICF) in Q3 2026, closing a stake of 3,120 shares — an estimated $211K sold.

Klingman & Associates first reported a position in ICF in Q4 2020 and held it in 12 quarters. The position peaked at $308K in Q4 2021. 82 funds tracked by Wall St. Rank hold ICF as of Q3 2026.

Klingman & Associates reported no remaining iShares Select U.S. REIT ETF position as of Q3 2026 after selling out during the quarter.
Klingman & Associates sold 3,120 iShares Select U.S. REIT ETF shares in Q3 2026, an estimated $211K.
Klingman & Associates first reported a position in iShares Select U.S. REIT ETF in Q4 2020 and held it in 12 quarters.
Klingman & Associates's iShares Select U.S. REIT ETF position peaked at $308K in Q4 2021.
82 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.