Orin Green Financial’s iShares Select U.S. REIT ETF ICF Stock Holding History

Orin Green Financial’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	$222K	Hold	3,276	–	–	0.08%	75
2026 Q1	$203K	Buy	+3,276	New	+$205K	0.08%	74
2025 Q4	–	Sell	-3,276	Closed	-$202K	–	81
2025 Q3	$202K	Hold	3,276	–	–	0.08%	82
2025 Q2	$200K	Sell	3,276 -367	-10%	-$22.2K	0.08%	74
2025 Q1	$213K	Buy	+3,643	New	+$223K	0.1%	70
2024 Q4	–	Sell	-3,643	Closed	-$232K	–	67
2024 Q3	$240K	Hold	3,643	–	–	0.1%	69
2024 Q2	$209K	Buy	+3,643	New	+$202K	0.1%	71
2024 Q1	–	Sell	-3,643	Closed	-$208K	–	72
2023 Q4	$214K	Buy	+3,643	New	+$193K	0.11%	71
2023 Q3	–	Sell	-4,056	Closed	-$225K	–	76
2023 Q2	$225K	Hold	4,056	–	–	0.12%	59
2023 Q1	$225K	Hold	4,056	–	–	0.12%	59
2022 Q4	$222K	Hold	4,056	–	–	0.13%	58
2022 Q3	$219K	Hold	4,056	–	–	0.14%	57
2022 Q2	$250K	Sell	4,056 -106	-3%	-$6.97K	0.16%	56
2022 Q1	$296K	Hold	4,162	–	–	0.19%	53
2021 Q4	$281K	Hold	4,162	–	–	0.2%	48
2021 Q3	$272K	Hold	4,162	–	–	0.19%	56
2021 Q2	$272K	Buy	+4,162	New	+$262K	0.19%	55
2021 Q1	–	Sell	-4,162	Closed	-$224K	–	65
2020 Q4	$224K	Buy	+4,162	New	+$220K	0.18%	62

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

Orin Green Financial's ICF Position: Q2 2026 in Review

Orin Green Financial held its iShares Select U.S. REIT ETF (ICF) position steady in Q2 2026 at 3,276 shares worth $222K. The position accounts for 0.08% of the portfolio, ranked #75.

Orin Green Financial first reported a position in ICF in Q4 2020 and has held it in 18 quarters since. The position peaked at $296K in Q1 2022. 372 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

Orin Green Financial held 3,276 shares of iShares Select U.S. REIT ETF worth $222K as of Q2 2026.
Orin Green Financial left its iShares Select U.S. REIT ETF share count unchanged in Q2 2026.
iShares Select U.S. REIT ETF made up 0.08% of Orin Green Financial's portfolio in Q2 2026, its #75 holding.
Orin Green Financial first reported a position in iShares Select U.S. REIT ETF in Q4 2020 and has held it in 18 quarters since.
Orin Green Financial's iShares Select U.S. REIT ETF position peaked at $296K in Q1 2022.
372 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on Orin Green Financial's 13F filing for Q2 2026, filed 13 Jul 2026.