SCS Capital Management’s iShares Select U.S. REIT ETF ICF Stock Holding History

SCS Capital 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 Q3	$876K	Hold	13,927	–	–	0.01%	300
2026 Q2	$942K	Hold	13,927	–	–	0.01%	297
2026 Q1	$862K	Sell	13,927 -3,619	-21%	-$227K	0.01%	294
2025 Q4	$1.05M	Buy	17,546 +4,594	+35%	+$279K	0.01%	274
2025 Q3	$798K	Hold	12,952	–	–	0.01%	309
2025 Q2	$792K	Hold	12,952	–	–	0.01%	313
2025 Q1	$797K	Buy	+12,952	New	+$792K	0.01%	286

Other funds holding ICF

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

AMG National Trust Bank Greenwood Village, Colorado $4.91B AUM 13.93% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

SCS Capital Management's ICF Position: Q3 2026 in Review

SCS Capital Management held its iShares Select U.S. REIT ETF (ICF) position steady in Q3 2026 at 13,927 shares worth $876K. The position accounts for 0.01% of the portfolio, ranked #300.

SCS Capital Management first reported a position in ICF in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.05M in Q4 2025. 282 funds tracked by Wall St. Rank hold ICF as of Q3 2026.

SCS Capital Management held 13,927 shares of iShares Select U.S. REIT ETF worth $876K as of Q3 2026.
SCS Capital Management left its iShares Select U.S. REIT ETF share count unchanged in Q3 2026.
iShares Select U.S. REIT ETF made up 0.01% of SCS Capital Management's portfolio in Q3 2026, its #300 holding.
SCS Capital Management first reported a position in iShares Select U.S. REIT ETF in Q1 2025 and has held it in 7 quarters since.
SCS Capital Management's iShares Select U.S. REIT ETF position peaked at $1.05M in Q4 2025.
282 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q3 2026.

Based on SCS Capital Management's 13F filing for Q3 2026, filed 12 Nov 2026.