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

Root Financial Partners’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	-191	Closed	-$11.8K	–	1704
2026 Q1	$11.8K	Buy	191 +132	+224%	+$8.27K	﹤0.01%	1600
2025 Q4	$3.52K	Hold	59	–	–	﹤0.01%	1869
2025 Q3	$3.64K	Buy	+59	New	+$3.61K	﹤0.01%	1832

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

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

Root Financial Partners sold out of iShares Select U.S. REIT ETF (ICF) in Q2 2026, closing a stake of 191 shares — an estimated $11.8K sold.

Root Financial Partners first reported a position in ICF in Q3 2025 and held it in 3 quarters. The position peaked at $11.8K in Q1 2026. 371 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

Root Financial Partners reported no remaining iShares Select U.S. REIT ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 191 iShares Select U.S. REIT ETF shares in Q2 2026, an estimated $11.8K.
Root Financial Partners first reported a position in iShares Select U.S. REIT ETF in Q3 2025 and held it in 3 quarters.
Root Financial Partners's iShares Select U.S. REIT ETF position peaked at $11.8K in Q1 2026.
371 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.