Robertson Stephens Wealth Management’s iShares Select U.S. REIT ETF ICF Stock Holding History

Robertson Stephens Wealth Management’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	$265K	Hold	3,916	–	–	0.01%	555
2026 Q1	$242K	Buy	3,916 +1	+0%	+$63	0.01%	552
2025 Q4	$234K	Sell	3,915 -1	-0%	-$61	0.01%	570
2025 Q3	$241K	Sell	3,916 -1,270	-24%	-$77.6K	0.01%	485
2025 Q2	$317K	Hold	5,186	–	–	0.01%	449
2025 Q1	$319K	Sell	5,186 -10	-0.2%	-$612	0.01%	445
2024 Q4	$313K	Sell	5,196 -105	-2%	-$6.7K	0.01%	458
2024 Q3	$349K	Sell	5,301 -2	-0%	-$125	0.01%	497
2024 Q2	$304K	Buy	+5,303	New	+$294K	0.02%	411
2022 Q4	–	Sell	-11,164	Closed	-$599K	–	416
2022 Q3	$599K	Sell	11,164 -2,421	-18%	-$150K	0.06%	200
2022 Q2	$825K	Buy	13,585 +4,197	+45%	+$276K	0.08%	181
2022 Q1	$666K	Buy	9,388 +3,260	+53%	+$224K	0.06%	225
2021 Q4	$466K	Buy	6,128 +747	+14%	+$52.8K	0.04%	262
2021 Q3	$352K	Buy	5,381 +148	+3%	+$10.1K	0.04%	240
2021 Q2	$342K	Sell	5,233 -558	-10%	-$35.1K	0.04%	249
2021 Q1	$334K	Buy	5,791 +426	+8%	+$23.5K	0.05%	216
2020 Q4	$289K	Buy	+5,365	New	+$284K	0.06%	197

Other funds holding ICF

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

IFG Advisors St. Louis, Missouri $725M AUM 27.52% 1-Year Est. Return

BFP

Brewster Financial Planning Brooklyn, New York $182M AUM 15.59% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WHCFA

William Howard & Co Financial Advisors Memphis, Tennessee $129M AUM 18.64% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

IWP

Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return

Robertson Stephens Wealth Management's ICF Position: Q2 2026 in Review

Robertson Stephens Wealth Management held its iShares Select U.S. REIT ETF (ICF) position steady in Q2 2026 at 3,916 shares worth $265K. The position accounts for 0.01% of the portfolio, ranked #555.

Robertson Stephens Wealth Management first reported a position in ICF in Q4 2020 and has held it in 17 quarters since. The position peaked at $825K in Q2 2022. 150 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

Robertson Stephens Wealth Management held 3,916 shares of iShares Select U.S. REIT ETF worth $265K as of Q2 2026.
Robertson Stephens Wealth Management left its iShares Select U.S. REIT ETF share count unchanged in Q2 2026.
iShares Select U.S. REIT ETF made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #555 holding.
Robertson Stephens Wealth Management first reported a position in iShares Select U.S. REIT ETF in Q4 2020 and has held it in 17 quarters since.
Robertson Stephens Wealth Management's iShares Select U.S. REIT ETF position peaked at $825K in Q2 2022.
150 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.