Mather Group’s iShares Select U.S. REIT ETF ICF Stock Holding History

Mather Group’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	$606K	Hold	8,966	–	–	0.01%	490
2026 Q1	$555K	Buy	8,966 +3,264	+57%	+$205K	0.01%	463
2025 Q4	$340K	Hold	5,702	–	–	﹤0.01%	491
2025 Q3	$351K	Hold	5,702	–	–	﹤0.01%	473
2025 Q2	$349K	Sell	5,702 -2,828	-33%	-$171K	﹤0.01%	464
2025 Q1	$525K	Buy	8,530 +989	+13%	+$60.5K	0.01%	371
2024 Q4	$454K	Buy	7,541 +126	+2%	+$8.04K	0.01%	380
2024 Q3	$489K	Sell	7,415 -1,443	-16%	-$90.1K	0.01%	371
2024 Q2	$511K	Buy	8,858 +4,034	+84%	+$224K	0.01%	410
2024 Q1	$283K	Hold	4,824	–	–	﹤0.01%	451
2023 Q4	$283K	Sell	4,824 -35	-0.7%	-$1.85K	﹤0.01%	462
2023 Q3	$244K	Buy	4,859 +35	+0.7%	+$1.91K	﹤0.01%	484
2023 Q2	$268K	Hold	4,824	–	–	﹤0.01%	477
2023 Q1	$268K	Hold	4,824	–	–	﹤0.01%	425
2022 Q4	$265K	Hold	4,824	–	–	0.01%	407
2022 Q3	$259K	Hold	4,824	–	–	0.01%	402
2022 Q2	$293K	Buy	+4,824	New	+$317K	0.01%	315

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

Mather Group's ICF Position: Q2 2026 in Review

Mather Group held its iShares Select U.S. REIT ETF (ICF) position steady in Q2 2026 at 8,966 shares worth $606K. The position accounts for 0.01% of the portfolio, ranked #490.

Mather Group first reported a position in ICF in Q2 2022 and has held it in 17 quarters since. 371 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

Mather Group held 8,966 shares of iShares Select U.S. REIT ETF worth $606K as of Q2 2026.
Mather Group left its iShares Select U.S. REIT ETF share count unchanged in Q2 2026.
iShares Select U.S. REIT ETF made up 0.01% of Mather Group's portfolio in Q2 2026, its #490 holding.
Mather Group first reported a position in iShares Select U.S. REIT ETF in Q2 2022 and has held it in 17 quarters since.
371 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.