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Arbor Investment Advisors’s iShares Select U.S. REIT ETF ICF Stock Holding History

Arbor Investment 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 		$208K Buy
+3,072
New +$206K 0.02% 136
2024
Q3 		– Sell
-4,002
Closed -$229K – 117
2024
Q2 		$229K Sell
4,002
-216
-5% -$12K 0.03% 92
2024
Q1 		$243K Buy
4,218
+7
+0.2% +$399 0.04% 96
2023
Q4 		$247K Buy
4,211
+34
+0.8% +$1.8K 0.04% 91
2023
Q3 		$210K Hold
4,177
– – 0.04% 99
2023
Q2 		$232K Buy
4,177
+144
+4% +$7.84K 0.04% 94
2023
Q1 		$224K Buy
4,033
+7
+0.2% +$398 0.04% 97
2022
Q4 		$221K Buy
4,026
+85
+2% +$4.65K 0.05% 95
2022
Q3 		$211K Buy
3,941
+17
+0.4% +$1.06K 0.05% 80
2022
Q2 		$238K Sell
3,924
-121
-3% -$7.95K 0.05% 93
2022
Q1 		$287K Buy
4,045
+4
+0.1% +$275 0.05% 93
2021
Q4 		$307K Sell
4,041
-676
-14% -$47.8K 0.06% 84
2021
Q3 		$309K Sell
4,717
-889
-16% -$60.9K 0.06% 78
2021
Q2 		$366K Buy
5,606
+14
+0.3% +$880 0.08% 70
2021
Q1 		$323K Sell
5,592
-86
-2% -$4.74K 0.07% 71
2020
Q4 		$306K Buy
5,678
+316
+6% +$16.7K 0.07% 70
2020
Q3 		$273K Buy
5,362
+16
+0.3% +$828 0.07% 70
2020
Q2 		$270K Sell
5,346
-4,860
-48% -$239K 0.07% 69
2020
Q1 		$467K Sell
10,206
-1,060
-9% -$59.3K 0.15% 41
2019
Q4 		$659K Buy
11,266
+62
+0.6% +$3.65K 0.19% 41
2019
Q3 		$672K Buy
11,204
+966
+9% +$56.5K 0.2% 37
2019
Q2 		$577K Buy
10,238
+190
+2% +$10.7K 0.18% 36
2019
Q1 		$559K Sell
10,048
-502
-5% -$26.4K 0.18% 34
2018
Q4 		$505K Sell
10,550
-1,104
-9% -$55.1K 0.18% 29
2018
Q3 		$583K Sell
11,654
-180
-2% -$9.13K 0.22% 28
2018
Q2 		$591K Hold
11,834
– – 0.23% 24
2018
Q1 		$552K Buy
11,834
+114
+1% +$5.34K 0.23% 24
2017
Q4 		$594K Sell
11,720
-3,806
-25% -$194K 0.26% 24
2017
Q3 		$781K Sell
15,526
-5,190
-25% -$263K 0.37% 19
2017
Q2 		$1.05M Buy
20,716
+74
+0.4% +$3.74K 0.52% 19
2017
Q1 		$1.03M Sell
20,642
-92
-0.4% -$4.6K 0.53% 19
2016
Q4 		$1.03M Sell
20,734
-636
-3% -$31.2K 0.56% 17
2016
Q3 		$1.12M Sell
21,370
-3,676
-15% -$199K 0.61% 15
2016
Q2 		$1.35M Sell
25,046
-1,398
-5% -$71.8K 0.78% 15
2016
Q1 		$1.36M Sell
26,444
-8,702
-25% -$419K 0.82% 14
2015
Q4 		$1.74M Sell
35,146
-5,146
-13% -$250K 1.04% 14
2015
Q3 		$1.87M Sell
40,292
-10,072
-20% -$468K 1.17% 14
2015
Q2 		$2.26M Sell
50,364
-796
-2% -$38.1K 1.26% 14
2015
Q1 		$2.59M Sell
51,160
-15,330
-23% -$781K 1.44% 14
2014
Q4 		$3.22M Sell
66,490
-1,552
-2% -$72.4K 1.82% 13
2014
Q3 		$2.87M Buy
68,042
+426
+0.6% +$18.8K 1.61% 14
2014
Q2 		$2.95M Sell
67,616
-2,708
-4% -$117K 1.57% 14
2014
Q1 		$2.89M Sell
70,324
-906
-1% -$36K 1.66% 13
2013
Q4 		$2.66M Buy
71,230
+3,510
+5% +$136K 1.6% 13
2013
Q3 		$2.6M Buy
67,720
+7,482
+12% +$297K 1.68% 13
2013
Q2 		$2.43M Buy
+60,238
New +$2.56M 1.71% 13

Other funds holding ICF

IA
IFG Advisors St. Louis, Missouri $725M AUM 27.52% 1-Year Est. Return
BFP
Brewster Financial Planning Brooklyn, New York $182M AUM 15.59% 1-Year Est. Return
WHCFA
William Howard & Co Financial Advisors Memphis, Tennessee $129M AUM 18.64% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
IWP
Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $409M AUM 28.15% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MAWCM
Mine & Arao Wealth Creation & Management Campbell, California $276M AUM 29.13% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Arbor Investment Advisors's ICF Position: Q2 2026 in Review

Arbor Investment Advisors opened a new position in iShares Select U.S. REIT ETF (ICF) in Q2 2026: 3,072 shares worth $208K. The stake represents 0.02% of the portfolio and ranks #136 among its holdings. This is a return to the name: Arbor Investment Advisors previously reported a position in ICF as recently as Q2 2024.

Arbor Investment Advisors first reported a position in ICF in Q2 2013 and has held it in 46 quarters since. The position peaked at $3.22M in Q4 2014. 90 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

  • Arbor Investment Advisors held 3,072 shares of iShares Select U.S. REIT ETF worth $208K as of Q2 2026.
  • iShares Select U.S. REIT ETF was a new Arbor Investment Advisors position in Q2 2026.
  • iShares Select U.S. REIT ETF made up 0.02% of Arbor Investment Advisors's portfolio in Q2 2026, its #136 holding.
  • Arbor Investment Advisors first reported a position in iShares Select U.S. REIT ETF in Q2 2013 and has held it in 46 quarters since.
  • Arbor Investment Advisors's iShares Select U.S. REIT ETF position peaked at $3.22M in Q4 2014.
  • 90 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on Arbor Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.