Partners in Financial Planning’s iShares Select U.S. REIT ETF ICF Stock Holding History

Partners in Financial Planning’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	$206K	Buy	+3,046	New	+$205K	0.03%	129
2025 Q2	–	Sell	-3,446	Closed	-$212K	–	108
2025 Q1	$212K	Hold	3,446	–	–	0.04%	100
2024 Q4	$208K	Hold	3,446	–	–	0.04%	106
2024 Q3	$227K	Buy	+3,446	New	+$215K	0.05%	100
2022 Q3	–	Sell	-3,446	Closed	-$220K	–	92
2022 Q2	$220K	Hold	3,446	–	–	0.07%	89
2022 Q1	$251K	Hold	3,446	–	–	0.08%	83
2021 Q4	$230K	Hold	3,446	–	–	0.07%	84
2021 Q3	$225K	Hold	3,446	–	–	0.07%	87
2021 Q2	$225K	Buy	+3,446	New	+$217K	0.07%	85

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

Partners in Financial Planning's ICF Position: Q2 2026 in Review

Partners in Financial Planning opened a new position in iShares Select U.S. REIT ETF (ICF) in Q2 2026: 3,046 shares worth $206K. The stake represents 0.03% of the portfolio and ranks #129 among its holdings. This is a return to the name: Partners in Financial Planning previously reported a position in ICF as recently as Q1 2025.

Partners in Financial Planning first reported a position in ICF in Q2 2021 and has held it in 9 quarters since. The position peaked at $251K in Q1 2022. 372 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

Partners in Financial Planning held 3,046 shares of iShares Select U.S. REIT ETF worth $206K as of Q2 2026.
iShares Select U.S. REIT ETF was a new Partners in Financial Planning position in Q2 2026.
iShares Select U.S. REIT ETF made up 0.03% of Partners in Financial Planning's portfolio in Q2 2026, its #129 holding.
Partners in Financial Planning first reported a position in iShares Select U.S. REIT ETF in Q2 2021 and has held it in 9 quarters since.
Partners in Financial Planning's iShares Select U.S. REIT ETF position peaked at $251K in Q1 2022.
372 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on Partners in Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.