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Accel Wealth Management’s iShares Select U.S. REIT ETF ICF Stock Holding History

Accel Wealth 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
2025
Q4 		– Sell
-3,485
Closed -$215K – 287
2025
Q3 		$215K Sell
3,485
-5,912
-63% -$361K 0.06% 257
2025
Q2 		$575K Sell
9,397
-1,511
-14% -$91.6K 0.19% 120
2025
Q1 		$671K Sell
10,908
-21
-0.2% -$1.28K 0.24% 97
2024
Q4 		$659K Buy
10,929
+5
+0% +$319 0.25% 103
2024
Q3 		$720K Buy
10,924
+5,733
+110% +$358K 0.27% 91
2024
Q2 		$297K Buy
5,191
+1,520
+41% +$84.3K 0.12% 170
2024
Q1 		$212K Sell
3,671
-146
-4% -$8.33K 0.09% 206
2023
Q4 		$224K Sell
3,817
-346
-8% -$18.3K 0.11% 168
2023
Q3 		$209K Sell
4,163
-86
-2% -$4.7K 0.12% 158
2023
Q2 		$236K Buy
4,249
+4,103
+2,810% +$223K 0.13% 146
2023
Q1 		$8.11K Hold
146
– – ﹤0.01% 939
2022
Q4 		$8.01K Hold
146
– – ﹤0.01% 751
2022
Q3 		$8K Hold
146
– – ﹤0.01% 781
2022
Q2 		$9K Hold
146
– – 0.01% 724
2022
Q1 		$11K Hold
146
– – 0.01% 691
2021
Q4 		$11K Hold
146
– – 0.01% 696
2021
Q3 		$10K Hold
146
– – 0.01% 638
2021
Q2 		$10K Hold
146
– – 0.01% 693
2021
Q1 		$8K Hold
146
– – 0.01% 686
2020
Q4 		$8K Buy
+146
New +$7.73K 0.01% 651

Other funds holding ICF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Accel Wealth Management's ICF Position: Q4 2025 in Review

Accel Wealth Management sold out of iShares Select U.S. REIT ETF (ICF) in Q4 2025, closing a stake of 3,485 shares — an estimated $215K sold.

Accel Wealth Management first reported a position in ICF in Q4 2020 and held it in 20 quarters. The position peaked at $720K in Q3 2024. 356 funds tracked by Wall St. Rank hold ICF as of Q4 2025.

  • Accel Wealth Management reported no remaining iShares Select U.S. REIT ETF position as of Q4 2025 after selling out during the quarter.
  • Accel Wealth Management sold 3,485 iShares Select U.S. REIT ETF shares in Q4 2025, an estimated $215K.
  • Accel Wealth Management first reported a position in iShares Select U.S. REIT ETF in Q4 2020 and held it in 20 quarters.
  • Accel Wealth Management's iShares Select U.S. REIT ETF position peaked at $720K in Q3 2024.
  • 356 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q4 2025.

Based on Accel Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.