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 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 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. 361 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.
361 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.