Koss-Olinger Consulting’s iShares Select U.S. REIT ETF ICF Stock Holding History

Koss-Olinger Consulting’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 Q1	$6.83M	Sell	110,420 -79,192	-42%	-$4.96M	0.57%	23
2025 Q4	$11.3M	Sell	189,612 -18,808	-9%	-$1.14M	0.88%	20
2025 Q3	$12.7M	Sell	208,420 -392	-0.2%	-$24K	1.05%	21
2025 Q2	$12.8M	Sell	208,812 -18,313	-8%	-$1.11M	1.05%	21
2025 Q1	$14M	Sell	227,125 -3,851	-2%	-$236K	1.18%	19
2024 Q4	$13.9M	Sell	230,976 -2,444	-1%	-$156K	1.22%	20
2024 Q3	$15.4M	Sell	233,420 -1,900	-0.8%	-$119K	1.34%	20
2024 Q2	$13.5M	Buy	+235,320	New	+$13M	1.25%	19
2024 Q1	–	Sell	-248,146	Closed	-$14.6M	–	160
2023 Q4	$14.6M	Buy	248,146 +132,662	+115%	+$7.01M	1.43%	15
2023 Q3	$5.79M	Sell	115,484 -389	-0.3%	-$21.3K	0.85%	22
2023 Q2	$6.44M	Buy	115,873 +842	+0.7%	+$45.8K	0.75%	19
2023 Q1	$6.39M	Sell	115,031 -3,398	-3%	-$193K	0.8%	20
2022 Q4	$6.5M	Buy	+118,429	New	+$6.48M	0.93%	19

Other funds holding ICF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return

Koss-Olinger Consulting's ICF Position: Q1 2026 in Review

Koss-Olinger Consulting reduced its iShares Select U.S. REIT ETF (ICF) stake by 42% in Q1 2026, selling an estimated $4.96M and leaving 110,420 shares worth $6.83M. The position accounts for 0.57% of the portfolio, ranked #23.

Koss-Olinger Consulting first reported a position in ICF in Q4 2022 and has held it in 13 quarters since. The position peaked at $15.4M in Q3 2024. 359 funds tracked by Wall St. Rank hold ICF as of Q1 2026.

Koss-Olinger Consulting held 110,420 shares of iShares Select U.S. REIT ETF worth $6.83M as of Q1 2026.
Koss-Olinger Consulting sold 79,192 iShares Select U.S. REIT ETF shares in Q1 2026, an estimated $4.96M.
iShares Select U.S. REIT ETF made up 0.57% of Koss-Olinger Consulting's portfolio in Q1 2026, its #23 holding.
Koss-Olinger Consulting first reported a position in iShares Select U.S. REIT ETF in Q4 2022 and has held it in 13 quarters since.
Koss-Olinger Consulting's iShares Select U.S. REIT ETF position peaked at $15.4M in Q3 2024.
359 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q1 2026.

Based on Koss-Olinger Consulting's 13F filing for Q1 2026, filed 7 May 2026.