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 Q3	$547K	Sell	8,703 -263	-3%	-$17.8K	﹤0.01%	521
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

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

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 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

Mather Group's ICF Position: Q3 2026 in Review

Mather Group reduced its iShares Select U.S. REIT ETF (ICF) stake by 2.9% in Q3 2026, selling an estimated $17.8K and leaving 8,703 shares worth $547K. The position accounts for ﹤0.01% of the portfolio, ranked #521.

Mather Group first reported a position in ICF in Q2 2022 and has held it in 18 quarters since. The position peaked at $606K in Q2 2026. 103 funds tracked by Wall St. Rank hold ICF as of Q3 2026.

Mather Group held 8,703 shares of iShares Select U.S. REIT ETF worth $547K as of Q3 2026.
Mather Group sold 263 iShares Select U.S. REIT ETF shares in Q3 2026, an estimated $17.8K.
iShares Select U.S. REIT ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #521 holding.
Mather Group first reported a position in iShares Select U.S. REIT ETF in Q2 2022 and has held it in 18 quarters since.
Mather Group's iShares Select U.S. REIT ETF position peaked at $606K in Q2 2026.
103 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.