Aptus Capital Advisors’s iShares Select U.S. REIT ETF ICF Stock Holding History

Aptus Capital Advisors’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	$559K	Sell	8,267 -1	-0%	-$67	﹤0.01%	761
2026 Q1	$512K	Buy	8,268 +804	+11%	+$50.4K	﹤0.01%	713
2025 Q4	$445K	Sell	7,464 -158	-2%	-$9.6K	﹤0.01%	771
2025 Q3	$470K	Buy	7,622 +7	+0.1%	+$428	﹤0.01%	708
2025 Q2	$466K	Sell	7,615 -139	-2%	-$8.42K	﹤0.01%	693
2025 Q1	$477K	Sell	7,754 -981	-11%	-$60K	﹤0.01%	650
2024 Q4	$526K	Buy	8,735 +4,293	+97%	+$274K	0.01%	618
2024 Q3	$293K	Sell	4,442 -61	-1%	-$3.81K	﹤0.01%	658
2024 Q2	$258K	Sell	4,503 -360	-7%	-$20K	﹤0.01%	656
2024 Q1	$281K	Buy	4,863 +3,061	+170%	+$175K	0.01%	649
2023 Q4	$106K	Sell	1,802 -81	-4%	-$4.28K	﹤0.01%	612
2023 Q3	$94.5K	Buy	1,883 +62	+3%	+$3.39K	﹤0.01%	626
2023 Q2	$101K	Buy	1,821 +26	+1%	+$1.42K	﹤0.01%	528
2023 Q1	$99.7K	Buy	1,795 +770	+75%	+$43.8K	﹤0.01%	520
2022 Q4	$56.2K	Buy	+1,025	New	+$56K	﹤0.01%	587

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

Aptus Capital Advisors's ICF Position: Q2 2026 in Review

Aptus Capital Advisors reduced its iShares Select U.S. REIT ETF (ICF) stake by 0.01% in Q2 2026, selling an estimated $67 and leaving 8,267 shares worth $559K. The position accounts for ﹤0.01% of the portfolio, ranked #761.

Aptus Capital Advisors first reported a position in ICF in Q4 2022 and has held it in 15 quarters since. 371 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

Aptus Capital Advisors held 8,267 shares of iShares Select U.S. REIT ETF worth $559K as of Q2 2026.
Aptus Capital Advisors sold 1 iShares Select U.S. REIT ETF share in Q2 2026, an estimated $67.
iShares Select U.S. REIT ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #761 holding.
Aptus Capital Advisors first reported a position in iShares Select U.S. REIT ETF in Q4 2022 and has held it in 15 quarters since.
371 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.