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

Modern 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	$3.75M	Sell	55,402 -5,264	-9%	-$354K	0.04%	291
2026 Q1	$3.78M	Sell	60,666 -6,804	-10%	-$426K	0.06%	234
2025 Q4	$4.03M	Sell	67,470 -2,925	-4%	-$178K	0.07%	207
2025 Q3	$4.34M	Buy	70,395 +78	+0.1%	+$4.77K	0.09%	196
2025 Q2	$4.3M	Buy	+70,317	New	+$4.26M	0.11%	178

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

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

Modern Wealth Management reduced its iShares Select U.S. REIT ETF (ICF) stake by 8.7% in Q2 2026, selling an estimated $354K and leaving 55,402 shares worth $3.75M. The position accounts for 0.04% of the portfolio, ranked #291.

Modern Wealth Management first reported a position in ICF in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.34M in Q3 2025. 371 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

Modern Wealth Management held 55,402 shares of iShares Select U.S. REIT ETF worth $3.75M as of Q2 2026.
Modern Wealth Management sold 5,264 iShares Select U.S. REIT ETF shares in Q2 2026, an estimated $354K.
iShares Select U.S. REIT ETF made up 0.04% of Modern Wealth Management's portfolio in Q2 2026, its #291 holding.
Modern Wealth Management first reported a position in iShares Select U.S. REIT ETF in Q2 2025 and has held it in 5 quarters since.
Modern Wealth Management's iShares Select U.S. REIT ETF position peaked at $4.34M in Q3 2025.
371 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.