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

Arbor Trust Wealth 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	$4.28M	Buy	63,332 +3,621	+6%	+$243K	1.73%	20
2026 Q1	$3.7M	Sell	59,711 -2,255	-4%	-$141K	1.62%	23
2025 Q4	$3.7M	Buy	61,966 +75	+0.1%	+$4.55K	1.62%	23
2025 Q3	$3.81M	Buy	61,891 +1,866	+3%	+$114K	1.72%	24
2025 Q2	$3.67M	Sell	60,025 -7,112	-11%	-$431K	1.8%	23
2025 Q1	$4.13M	Buy	67,137 +7,708	+13%	+$471K	1.94%	22
2024 Q4	$3.58M	Buy	59,429 +18,597	+46%	+$1.19M	1.68%	21
2024 Q3	$2.34M	Hold	40,832	–	–	1.23%	28
2024 Q2	$2.34M	Buy	40,832 +85	+0.2%	+$4.71K	1.23%	28
2024 Q1	$2.24M	Sell	40,747 -1,947	-5%	-$111K	1.23%	27
2023 Q4	$2.51M	Sell	42,694 -3,200	-7%	-$169K	1.49%	24
2023 Q3	$2.33M	Buy	45,894 +41	+0.1%	+$2.24K	1.53%	24
2023 Q2	$2.55M	Buy	45,853 +332	+0.7%	+$18.1K	1.62%	21
2023 Q1	$2.53M	Buy	45,521 +2,602	+6%	+$148K	1.66%	19
2022 Q4	$2.35M	Sell	42,919 -4,390	-9%	-$240K	1.62%	20
2022 Q3	$2.54M	Buy	47,309 +11,256	+31%	+$700K	1.93%	17
2022 Q2	$2.19M	Buy	36,053 +16,011	+80%	+$1.05M	1.53%	24
2022 Q1	$1.42M	Buy	+20,042	New	+$1.38M	0.85%	31

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

Arbor Trust Wealth Advisors's ICF Position: Q2 2026 in Review

Arbor Trust Wealth Advisors increased its iShares Select U.S. REIT ETF (ICF) stake by 6.1% in Q2 2026, buying an estimated $243K and bringing the position to 63,332 shares worth $4.28M. The position accounts for 1.73% of the portfolio, ranked #20.

Arbor Trust Wealth Advisors first reported a position in ICF in Q1 2022 and has held it in 18 quarters since. 371 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

Arbor Trust Wealth Advisors held 63,332 shares of iShares Select U.S. REIT ETF worth $4.28M as of Q2 2026.
Arbor Trust Wealth Advisors bought 3,621 iShares Select U.S. REIT ETF shares in Q2 2026, an estimated $243K.
iShares Select U.S. REIT ETF made up 1.73% of Arbor Trust Wealth Advisors's portfolio in Q2 2026, its #20 holding.
Arbor Trust Wealth Advisors first reported a position in iShares Select U.S. REIT ETF in Q1 2022 and has held it in 18 quarters since.
371 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on Arbor Trust Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.