OC
ICF icon

Optima Capital’s iShares Select U.S. REIT ETF ICF Stock Holding History

Optima Capital’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
Q1 		– Sell
-290
Closed -$17.3K – 687
2025
Q4 		$17.3K Buy
+290
New +$17.6K 0.01% 449

Other funds holding ICF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return

Optima Capital's ICF Position: Q1 2026 in Review

Optima Capital sold out of iShares Select U.S. REIT ETF (ICF) in Q1 2026, closing a stake of 290 shares — an estimated $17.3K sold.

Optima Capital first reported a position in ICF in Q4 2025 and held it in 1 quarter. The position peaked at $17.3K in Q4 2025. 359 funds tracked by Wall St. Rank hold ICF as of Q1 2026.

  • Optima Capital reported no remaining iShares Select U.S. REIT ETF position as of Q1 2026 after selling out during the quarter.
  • Optima Capital sold 290 iShares Select U.S. REIT ETF shares in Q1 2026, an estimated $17.3K.
  • Optima Capital first reported a position in iShares Select U.S. REIT ETF in Q4 2025 and held it in 1 quarter.
  • Optima Capital's iShares Select U.S. REIT ETF position peaked at $17.3K in Q4 2025.
  • 359 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.