SJS Investment Consulting’s iShares Select U.S. REIT ETF ICF Stock Holding History

SJS Investment Consulting’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	$541K	Sell	8,000 -653	-8%	-$43.9K	0.06%	86
2026 Q1	$536K	Hold	8,653	–	–	0.07%	75
2025 Q4	$516K	Buy	8,653 +103	+1%	+$6.25K	0.07%	72
2025 Q3	$527K	Hold	8,550	–	–	0.07%	72
2025 Q2	$523K	Hold	8,550	–	–	0.08%	53
2025 Q1	$526K	Hold	8,550	–	–	0.09%	51
2024 Q4	$515K	Hold	8,550	–	–	0.09%	52
2024 Q3	$564K	Sell	8,550 -950	-10%	-$59.3K	0.1%	47
2024 Q2	$544K	Sell	9,500 -1,270	-12%	-$70.4K	0.11%	44
2024 Q1	$621K	Sell	10,770 -2,300	-18%	-$131K	0.12%	38
2023 Q4	$768K	Hold	13,070	–	–	0.17%	33
2023 Q3	$656K	Sell	13,070 -1,400	-10%	-$76.5K	0.16%	35
2023 Q2	$804K	Hold	14,470	–	–	0.2%	32
2023 Q1	$804K	Hold	14,470	–	–	0.22%	32
2022 Q4	$794K	Hold	14,470	–	–	0.24%	29
2022 Q3	$776K	Buy	+14,470	New	+$899K	0.26%	27
2022 Q1	$1.03M	Hold	14,470	–	–	0.31%	28
2021 Q4	$1.1M	Buy	+14,470	New	+$1.02M	0.33%	27

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

SJS Investment Consulting's ICF Position: Q2 2026 in Review

SJS Investment Consulting reduced its iShares Select U.S. REIT ETF (ICF) stake by 7.5% in Q2 2026, selling an estimated $43.9K and leaving 8,000 shares worth $541K. The position accounts for 0.06% of the portfolio, ranked #86.

SJS Investment Consulting first reported a position in ICF in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.1M in Q4 2021. 371 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

SJS Investment Consulting held 8,000 shares of iShares Select U.S. REIT ETF worth $541K as of Q2 2026.
SJS Investment Consulting sold 653 iShares Select U.S. REIT ETF shares in Q2 2026, an estimated $43.9K.
iShares Select U.S. REIT ETF made up 0.06% of SJS Investment Consulting's portfolio in Q2 2026, its #86 holding.
SJS Investment Consulting first reported a position in iShares Select U.S. REIT ETF in Q4 2021 and has held it in 18 quarters since.
SJS Investment Consulting's iShares Select U.S. REIT ETF position peaked at $1.1M in Q4 2021.
371 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.