Modera Wealth Management’s iShares Select U.S. REIT ETF ICF Stock Holding History

Modera Wealth Management’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	$919K	Sell	13,587 -192	-1%	-$12.9K	0.01%	364
2026 Q1	$853K	Sell	13,779 -230	-2%	-$14.4K	0.01%	349
2025 Q4	$836K	Buy	14,009 +34	+0.2%	+$2.06K	0.01%	356
2025 Q3	$861K	Sell	13,975 -1,479	-10%	-$90.4K	0.01%	360
2025 Q2	$945K	Sell	15,454 -346	-2%	-$21K	0.01%	340
2025 Q1	$972K	Sell	15,800 -1,270	-7%	-$77.7K	0.01%	327
2024 Q4	$1.03M	Buy	17,070 +165	+1%	+$10.5K	0.01%	325
2024 Q3	$1.11M	Sell	16,905 -456	-3%	-$28.5K	0.01%	296
2024 Q2	$995K	Sell	17,361 -713	-4%	-$39.5K	0.01%	293
2024 Q1	$1.04M	Sell	18,074 -2,193	-11%	-$125K	0.02%	295
2023 Q4	$1.19M	Sell	20,267 -398	-2%	-$21K	0.02%	271
2023 Q3	$1.04M	Hold	20,665	–	–	0.02%	279
2023 Q2	$1.15M	Buy	20,665 +991	+5%	+$53.9K	0.02%	279
2023 Q1	$1.09M	Buy	19,674 +3	+0%	+$171	0.04%	151
2022 Q4	$1.08M	Buy	19,671 +398	+2%	+$21.8K	0.04%	146
2022 Q3	$1.03M	Sell	19,273 -440	-2%	-$27.3K	0.05%	131
2022 Q2	$1.2M	Sell	19,713 -34	-0.2%	-$2.23K	0.06%	129
2022 Q1	$1.4M	Sell	19,747 -656	-3%	-$45.2K	0.06%	129
2021 Q4	$1.55M	Sell	20,403 -249	-1%	-$17.6K	0.06%	130
2021 Q3	$1.35M	Sell	20,652 -71	-0.3%	-$4.86K	0.07%	91
2021 Q2	$1.35M	Buy	20,723 +535	+3%	+$33.6K	0.07%	88
2021 Q1	$1.17M	Buy	20,188 +1,381	+7%	+$76.1K	0.08%	84
2020 Q4	$1.01M	Sell	18,807 -1,287	-6%	-$68.1K	0.08%	89
2020 Q3	$1.02M	Hold	20,094	–	–	0.15%	55
2020 Q2	$1.01M	Buy	20,094 +740	+4%	+$36.4K	0.16%	53
2020 Q1	$886K	Buy	+19,354	New	+$1.08M	0.19%	56

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

Modera Wealth Management's ICF Position: Q2 2026 in Review

Modera Wealth Management reduced its iShares Select U.S. REIT ETF (ICF) stake by 1.4% in Q2 2026, selling an estimated $12.9K and leaving 13,587 shares worth $919K. The position accounts for 0.01% of the portfolio, ranked #364.

Modera Wealth Management first reported a position in ICF in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.55M in Q4 2021. 371 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

Modera Wealth Management held 13,587 shares of iShares Select U.S. REIT ETF worth $919K as of Q2 2026.
Modera Wealth Management sold 192 iShares Select U.S. REIT ETF shares in Q2 2026, an estimated $12.9K.
iShares Select U.S. REIT ETF made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #364 holding.
Modera Wealth Management first reported a position in iShares Select U.S. REIT ETF in Q1 2020 and has held it in 26 quarters since.
Modera Wealth Management's iShares Select U.S. REIT ETF position peaked at $1.55M in Q4 2021.
371 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.