BOLTON SECURITIES CORPORATION’s iShares Select U.S. REIT ETF ICF Stock Holding History

BOLTON SECURITIES CORPORATION’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	$257K	Buy	4,087 +1	+0%	+$68	0.01%	806
2026 Q2	$276K	Hold	4,086	–	–	0.01%	794
2026 Q1	$253K	Buy	+4,086	New	+$256K	0.01%	743
2025 Q3	$252K	Buy	+4,084	New	+$250K	0.01%	686
2025 Q1	$251K	Buy	+4,083	New	+$250K	0.01%	640

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

BOLTON SECURITIES CORPORATION's ICF Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION increased its iShares Select U.S. REIT ETF (ICF) stake by 0.02% in Q3 2026, buying an estimated $68 and bringing the position to 4,087 shares worth $257K. The position accounts for 0.01% of the portfolio, ranked #806.

BOLTON SECURITIES CORPORATION first reported a position in ICF in Q1 2025 and has held it in 5 quarters since. The position peaked at $276K in Q2 2026. 269 funds tracked by Wall St. Rank hold ICF as of Q3 2026.

BOLTON SECURITIES CORPORATION held 4,087 shares of iShares Select U.S. REIT ETF worth $257K as of Q3 2026.
BOLTON SECURITIES CORPORATION bought 1 iShares Select U.S. REIT ETF share in Q3 2026, an estimated $68.
iShares Select U.S. REIT ETF made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #806 holding.
BOLTON SECURITIES CORPORATION first reported a position in iShares Select U.S. REIT ETF in Q1 2025 and has held it in 5 quarters since.
BOLTON SECURITIES CORPORATION's iShares Select U.S. REIT ETF position peaked at $276K in Q2 2026.
269 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.