NFP Retirement Inc’s iShares Select U.S. REIT ETF ICF Stock Holding History

NFP Retirement Inc’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	$5.22M	Sell	76,904 -1,883	-2%	-$127K	0.29%	63
2026 Q1	$4.88M	Buy	78,787 +10,668	+16%	+$669K	0.29%	61
2025 Q4	$4.06M	Buy	68,119 +5,982	+10%	+$363K	0.25%	65
2025 Q3	$3.83M	Buy	62,137 +7,758	+14%	+$474K	0.24%	64
2025 Q2	$3.33M	Buy	54,379 +42,721	+366%	+$2.59M	0.22%	70
2025 Q1	$717K	Buy	+11,658	New	+$713K	0.06%	146
2024 Q4	–	Sell	-3,157	Closed	-$208K	–	298
2024 Q3	$208K	Buy	+3,157	New	+$197K	0.02%	268
2024 Q2	–	Sell	-3,493	Closed	-$202K	–	282
2024 Q1	$202K	Buy	3,493 +17	+0.5%	+$970	0.02%	268
2023 Q4	$204K	Buy	+3,476	New	+$184K	0.03%	230
2023 Q2	–	Sell	-3,651	Closed	-$203K	–	239
2023 Q1	$203K	Buy	+3,651	New	+$208K	0.04%	229

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 29.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

NFP Retirement Inc's ICF Position: Q2 2026 in Review

NFP Retirement Inc reduced its iShares Select U.S. REIT ETF (ICF) stake by 2.4% in Q2 2026, selling an estimated $127K and leaving 76,904 shares worth $5.22M. The position accounts for 0.29% of the portfolio, ranked #63.

NFP Retirement Inc first reported a position in ICF in Q1 2023 and has held it in 10 quarters since. 369 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

NFP Retirement Inc held 76,904 shares of iShares Select U.S. REIT ETF worth $5.22M as of Q2 2026.
NFP Retirement Inc sold 1,883 iShares Select U.S. REIT ETF shares in Q2 2026, an estimated $127K.
iShares Select U.S. REIT ETF made up 0.29% of NFP Retirement Inc's portfolio in Q2 2026, its #63 holding.
NFP Retirement Inc first reported a position in iShares Select U.S. REIT ETF in Q1 2023 and has held it in 10 quarters since.
369 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.