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

TD 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 		$12.9K Buy
206
+2
+1% +$135 ﹤0.01% 428
2026
Q2 		$13.8K Buy
204
+1
+0.5% +$67 ﹤0.01% 413
2026
Q1 		$12.6K Sell
203
-140
-41% -$8.78K ﹤0.01% 441
2025
Q4 		$20.5K Buy
+343
New +$20.8K ﹤0.01% 349

Other funds holding ICF

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Foundations Investment Advisors
Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
AMG National Trust Bank
AMG National Trust Bank Greenwood Village, Colorado $4.91B AUM 13.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

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

TD Capital Management increased its iShares Select U.S. REIT ETF (ICF) stake by 0.98% in Q3 2026, buying an estimated $135 and bringing the position to 206 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #428.

TD Capital Management first reported a position in ICF in Q4 2025 and has held it in 4 quarters since. The position peaked at $20.5K in Q4 2025. 283 funds tracked by Wall St. Rank hold ICF as of Q3 2026.

  • TD Capital Management held 206 shares of iShares Select U.S. REIT ETF worth $12.9K as of Q3 2026.
  • TD Capital Management bought 2 iShares Select U.S. REIT ETF shares in Q3 2026, an estimated $135.
  • iShares Select U.S. REIT ETF made up ﹤0.01% of TD Capital Management's portfolio in Q3 2026, its #428 holding.
  • TD Capital Management first reported a position in iShares Select U.S. REIT ETF in Q4 2025 and has held it in 4 quarters since.
  • TD Capital Management's iShares Select U.S. REIT ETF position peaked at $20.5K in Q4 2025.
  • 283 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q3 2026.

Based on TD Capital Management's 13F filing for Q3 2026, filed 10 Nov 2026.