TD Private Client Wealth’s iShares Select U.S. REIT ETF ICF Stock Holding History

TD Private Client Wealth’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	$308K	Sell	4,558 -922	-17%	-$61.9K	0.01%	595
2026 Q1	$339K	Sell	5,480 -182	-3%	-$11.4K	0.01%	551
2025 Q4	$338K	Buy	5,662 +105	+2%	+$6.38K	0.01%	550
2025 Q3	$342K	Buy	5,557 +164	+3%	+$10K	0.01%	550
2025 Q2	$330K	Buy	5,393 +350	+7%	+$21.2K	0.01%	542
2025 Q1	$310K	Sell	5,043 -282	-5%	-$17.2K	0.01%	524
2024 Q4	$321K	Buy	5,325 +1,290	+32%	+$82.3K	0.01%	522
2024 Q3	$266K	Buy	4,035 +53	+1%	+$3.31K	0.01%	556
2024 Q2	$228K	Buy	3,982 +1,170	+42%	+$64.9K	0.01%	548
2024 Q1	$162K	Buy	2,812 +512	+22%	+$29.2K	0.01%	621
2023 Q4	$135K	Buy	2,300 +15	+0.7%	+$793	﹤0.01%	634
2023 Q3	$115K	Buy	2,285 +475	+26%	+$26K	0.01%	622
2023 Q2	$101K	Buy	1,810 +383	+27%	+$20.8K	﹤0.01%	660
2023 Q1	$79.3K	Buy	1,427 +605	+74%	+$34.4K	﹤0.01%	685
2022 Q4	$45.1K	Buy	822 +36	+5%	+$1.97K	﹤0.01%	761
2022 Q3	$42.2K	Buy	786 +2	+0.3%	+$124	﹤0.01%	758
2022 Q2	$47.6K	Sell	784 -2,983	-79%	-$196K	﹤0.01%	746
2022 Q1	$267K	Buy	3,767 +204	+6%	+$14K	0.01%	509
2021 Q4	$271K	Sell	3,563 -27	-0.8%	-$1.91K	0.01%	501
2021 Q3	$235K	Sell	3,590 -227	-6%	-$15.5K	0.01%	500
2021 Q2	$249K	Sell	3,817 -361	-9%	-$22.7K	0.01%	494
2021 Q1	$242K	Buy	4,178 +172	+4%	+$9.48K	0.01%	477
2020 Q4	$216K	Buy	+4,006	New	+$212K	0.01%	476

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

TD Private Client Wealth's ICF Position: Q2 2026 in Review

TD Private Client Wealth reduced its iShares Select U.S. REIT ETF (ICF) stake by 17% in Q2 2026, selling an estimated $61.9K and leaving 4,558 shares worth $308K. The position accounts for 0.01% of the portfolio, ranked #595.

TD Private Client Wealth first reported a position in ICF in Q4 2020 and has held it in 23 quarters since. The position peaked at $342K in Q3 2025. 371 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

TD Private Client Wealth held 4,558 shares of iShares Select U.S. REIT ETF worth $308K as of Q2 2026.
TD Private Client Wealth sold 922 iShares Select U.S. REIT ETF shares in Q2 2026, an estimated $61.9K.
iShares Select U.S. REIT ETF made up 0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #595 holding.
TD Private Client Wealth first reported a position in iShares Select U.S. REIT ETF in Q4 2020 and has held it in 23 quarters since.
TD Private Client Wealth's iShares Select U.S. REIT ETF position peaked at $342K in Q3 2025.
371 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.