Principal Securities’s iShares Select U.S. REIT ETF ICF Stock Holding History

Principal Securities’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	–	Sell	-36,769	Closed	-$2.28M	–	1560
2026 Q1	$2.28M	Buy	36,769 +289	+0.8%	+$18.1K	0.03%	446
2025 Q4	$2.18M	Buy	36,480 +926	+3%	+$56.2K	0.03%	447
2025 Q3	$2.19M	Buy	35,554 +3,043	+9%	+$186K	0.04%	433
2025 Q2	$1.99M	Buy	32,511 +2,617	+9%	+$159K	0.04%	412
2025 Q1	$1.8M	Buy	29,894 +46	+0.2%	+$2.81K	0.04%	393
2024 Q4	$1.8M	Buy	29,848 +2,141	+8%	+$137K	0.04%	390
2024 Q3	$1.83M	Buy	27,707 +2,231	+9%	+$139K	0.04%	374
2024 Q2	$1.46M	Sell	25,476 -254	-1%	-$14.1K	0.04%	384
2024 Q1	$1.48M	Buy	25,730 +1,979	+8%	+$113K	0.05%	346
2023 Q4	$1.39M	Buy	+23,751	New	+$1.26M	0.05%	327

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

Principal Securities's ICF Position: Q2 2026 in Review

Principal Securities sold out of iShares Select U.S. REIT ETF (ICF) in Q2 2026, closing a stake of 36,769 shares — an estimated $2.28M sold.

Principal Securities first reported a position in ICF in Q4 2023 and held it in 10 quarters. The position peaked at $2.28M in Q1 2026. 371 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

Principal Securities reported no remaining iShares Select U.S. REIT ETF position as of Q2 2026 after selling out during the quarter.
Principal Securities sold 36,769 iShares Select U.S. REIT ETF shares in Q2 2026, an estimated $2.28M.
Principal Securities first reported a position in iShares Select U.S. REIT ETF in Q4 2023 and held it in 10 quarters.
Principal Securities's iShares Select U.S. REIT ETF position peaked at $2.28M in Q1 2026.
371 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.