Anchor Investment Management’s iShares Select U.S. REIT ETF ICF Stock Holding History

Anchor Investment 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 Q2	$20.1K	Buy	298 +2	+0.7%	+$134	﹤0.01%	772
2026 Q1	$18.3K	Buy	296 +1	+0.3%	+$63	﹤0.01%	748
2025 Q4	$17.6K	Sell	295 -2	-0.7%	-$121	﹤0.01%	742
2025 Q3	$18.3K	Buy	297 +2	+0.7%	+$122	﹤0.01%	740
2025 Q2	$18K	Sell	295 -75	-20%	-$4.54K	﹤0.01%	731
2025 Q1	$22.8K	Hold	370	–	–	﹤0.01%	690
2024 Q4	$22.3K	Hold	370	–	–	﹤0.01%	695
2024 Q3	$24.4K	Hold	370	–	–	﹤0.01%	672
2024 Q2	$21.2K	Hold	370	–	–	﹤0.01%	642
2024 Q1	$21.3K	Hold	370	–	–	﹤0.01%	670
2023 Q4	$21.7K	Hold	370	–	–	﹤0.01%	648
2023 Q3	$18.6K	Hold	370	–	–	﹤0.01%	663
2023 Q2	$20.6K	Hold	370	–	–	﹤0.01%	636
2023 Q1	$20.6K	Sell	370 -33	-8%	-$1.88K	﹤0.01%	659
2022 Q4	$22.1K	Hold	403	–	–	﹤0.01%	629
2022 Q3	$21.6K	Hold	403	–	–	﹤0.01%	616
2022 Q2	$24.5K	Hold	403	–	–	﹤0.01%	619
2022 Q1	$28.6K	Hold	403	–	–	﹤0.01%	611
2021 Q4	$30.7K	Buy	403 +33	+9%	+$2.33K	﹤0.01%	629
2021 Q3	$24.2K	Hold	370	–	–	﹤0.01%	621
2021 Q2	$24.2K	Hold	370	–	–	﹤0.01%	635
2021 Q1	$21.4K	Hold	370	–	–	﹤0.01%	622
2020 Q4	$19.9K	Hold	370	–	–	﹤0.01%	598
2020 Q3	$18.9K	Hold	370	–	–	﹤0.01%	572
2020 Q2	$18.7K	Sell	370 -542	-59%	-$26.7K	﹤0.01%	562
2020 Q1	$41.8K	Hold	912	–	–	0.01%	457
2019 Q4	$53.3K	Sell	912 -100	-10%	-$5.88K	0.01%	446
2019 Q3	$60.7K	Sell	1,012 -400	-28%	-$23.4K	0.01%	431
2019 Q2	$79.5K	Hold	1,412	–	–	0.02%	392
2019 Q1	$78.5K	Sell	1,412 -386	-21%	-$20.3K	0.02%	388
2018 Q4	$86K	Hold	1,798	–	–	0.02%	367
2018 Q3	$90K	Hold	1,798	–	–	0.02%	394
2018 Q2	$89.8K	Hold	1,798	–	–	0.02%	399
2018 Q1	$83.9K	Hold	1,798	–	–	0.02%	414
2017 Q4	$91.1K	Hold	1,798	–	–	0.02%	387
2017 Q3	$90.5K	Buy	+1,798	New	+$91.2K	0.03%	374

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

Anchor Investment Management's ICF Position: Q2 2026 in Review

Anchor Investment Management increased its iShares Select U.S. REIT ETF (ICF) stake by 0.68% in Q2 2026, buying an estimated $134 and bringing the position to 298 shares worth $20.1K. The position accounts for ﹤0.01% of the portfolio, ranked #772.

Anchor Investment Management first reported a position in ICF in Q3 2017 and has held it in 36 quarters since. The position peaked at $91.1K in Q4 2017. 372 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

Anchor Investment Management held 298 shares of iShares Select U.S. REIT ETF worth $20.1K as of Q2 2026.
Anchor Investment Management bought 2 iShares Select U.S. REIT ETF shares in Q2 2026, an estimated $134.
iShares Select U.S. REIT ETF made up ﹤0.01% of Anchor Investment Management's portfolio in Q2 2026, its #772 holding.
Anchor Investment Management first reported a position in iShares Select U.S. REIT ETF in Q3 2017 and has held it in 36 quarters since.
Anchor Investment Management's iShares Select U.S. REIT ETF position peaked at $91.1K in Q4 2017.
372 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.