Whittier Trust’s iShares Select U.S. REIT ETF ICF Stock Holding History

Whittier Trust’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	$71.3K	Hold	1,048	–	–	﹤0.01%	817
2026 Q1	$66.5K	Hold	1,048	–	–	﹤0.01%	791
2025 Q4	$63K	Hold	1,048	–	–	﹤0.01%	824
2025 Q3	$64.5K	Sell	1,048 -538	-34%	-$32.9K	﹤0.01%	803
2025 Q2	$97K	Hold	1,586	–	–	﹤0.01%	802
2025 Q1	$97.6K	Hold	1,586	–	–	﹤0.01%	789
2024 Q4	$95.6K	Hold	1,586	–	–	﹤0.01%	806
2024 Q3	$105K	Hold	1,586	–	–	﹤0.01%	784
2024 Q2	$90.9K	Hold	1,586	–	–	﹤0.01%	794
2024 Q1	$91.5K	Hold	1,586	–	–	﹤0.01%	802
2023 Q4	$93.1K	Hold	1,586	–	–	﹤0.01%	785
2023 Q3	$79.5K	Hold	1,586	–	–	﹤0.01%	823
2023 Q2	$88.1K	Hold	1,586	–	–	﹤0.01%	805
2023 Q1	$88.1K	Hold	1,586	–	–	﹤0.01%	845
2022 Q4	$87K	Hold	1,586	–	–	﹤0.01%	848
2022 Q3	$85K	Hold	1,586	–	–	﹤0.01%	838
2022 Q2	$96K	Hold	1,586	–	–	﹤0.01%	803
2022 Q1	$113K	Hold	1,586	–	–	﹤0.01%	798
2021 Q4	$121K	Hold	1,586	–	–	﹤0.01%	781
2021 Q3	$104K	Hold	1,586	–	–	﹤0.01%	772
2021 Q2	$104K	Hold	1,586	–	–	﹤0.01%	792
2021 Q1	$92K	Hold	1,586	–	–	﹤0.01%	796
2020 Q4	$85K	Hold	1,586	–	–	﹤0.01%	749
2020 Q3	$81K	Hold	1,586	–	–	﹤0.01%	739
2020 Q2	$80K	Hold	1,586	–	–	﹤0.01%	714
2020 Q1	$73K	Hold	1,586	–	–	﹤0.01%	727
2019 Q4	$93K	Hold	1,586	–	–	﹤0.01%	713
2019 Q3	$95K	Hold	1,586	–	–	﹤0.01%	712
2019 Q2	$89K	Hold	1,586	–	–	﹤0.01%	681
2019 Q1	$88K	Hold	1,586	–	–	﹤0.01%	683
2018 Q4	$76K	Hold	1,586	–	–	﹤0.01%	689
2018 Q3	$79K	Hold	1,586	–	–	﹤0.01%	685
2018 Q2	$79K	Hold	1,586	–	–	﹤0.01%	667
2018 Q1	$74K	Hold	1,586	–	–	﹤0.01%	695
2017 Q4	$80K	Hold	1,586	–	–	﹤0.01%	662
2017 Q3	$80K	Hold	1,586	–	–	﹤0.01%	646
2017 Q2	$80K	Hold	1,586	–	–	﹤0.01%	615
2017 Q1	$79K	Hold	1,586	–	–	﹤0.01%	628
2016 Q4	$79K	Hold	1,586	–	–	﹤0.01%	631
2016 Q3	$83K	Hold	1,586	–	–	﹤0.01%	613
2016 Q2	$86K	Hold	1,586	–	–	﹤0.01%	618
2016 Q1	$82K	Hold	1,586	–	–	﹤0.01%	627
2015 Q4	$79K	Hold	1,586	–	–	﹤0.01%	638
2015 Q3	$73K	Hold	1,586	–	–	﹤0.01%	640
2015 Q2	$71K	Hold	1,586	–	–	﹤0.01%	671
2015 Q1	$80K	Hold	1,586	–	–	﹤0.01%	633
2014 Q4	$77K	Hold	1,586	–	–	﹤0.01%	594
2014 Q3	$67K	Hold	1,586	–	–	﹤0.01%	613
2014 Q2	$69K	Hold	1,586	–	–	﹤0.01%	609
2014 Q1	$65K	Hold	1,586	–	–	﹤0.01%	622
2013 Q4	$59K	Hold	1,586	–	–	﹤0.01%	636
2013 Q3	$61K	Hold	1,586	–	–	﹤0.01%	632
2013 Q2	$64K	Buy	+1,586	New	+$67.5K	﹤0.01%	610

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

Whittier Trust's ICF Position: Q2 2026 in Review

Whittier Trust held its iShares Select U.S. REIT ETF (ICF) position steady in Q2 2026 at 1,048 shares worth $71.3K. The position accounts for ﹤0.01% of the portfolio, ranked #817.

Whittier Trust first reported a position in ICF in Q2 2013 and has held it in 53 quarters since. The position peaked at $121K in Q4 2021. 371 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

Whittier Trust held 1,048 shares of iShares Select U.S. REIT ETF worth $71.3K as of Q2 2026.
Whittier Trust left its iShares Select U.S. REIT ETF share count unchanged in Q2 2026.
iShares Select U.S. REIT ETF made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #817 holding.
Whittier Trust first reported a position in iShares Select U.S. REIT ETF in Q2 2013 and has held it in 53 quarters since.
Whittier Trust's iShares Select U.S. REIT ETF position peaked at $121K in Q4 2021.
371 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.