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

Arkadios 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	$1.37M	Buy	20,324 +52	+0.3%	+$3.49K	0.02%	680
2026 Q1	$1.25M	Sell	20,272 -4,030	-17%	-$253K	0.02%	687
2025 Q4	$1.45M	Buy	24,302 +13,625	+128%	+$827K	0.03%	555
2025 Q3	$658K	Hold	10,677	–	–	0.02%	825
2025 Q2	$653K	Buy	10,677 +1	+0%	+$61	0.02%	746
2025 Q1	$657K	Buy	10,676 +739	+7%	+$45.2K	0.02%	605
2024 Q4	$599K	Sell	9,937 -258	-3%	-$16.5K	0.03%	480
2024 Q3	$672K	Buy	10,195 +11	+0.1%	+$687	0.04%	437
2024 Q2	$583K	Buy	10,184 +5,512	+118%	+$306K	0.04%	422
2024 Q1	$270K	Hold	4,672	–	–	0.02%	571
2023 Q4	$274K	Sell	4,672 -442	-9%	-$23.4K	0.02%	555
2023 Q3	$257K	Buy	+5,114	New	+$280K	0.02%	543
2023 Q1	–	Sell	-9,702	Closed	-$532K	–	617
2022 Q4	$532K	Buy	9,702 +1	+0%	+$55	0.07%	271
2022 Q3	$521K	Buy	9,701 +1	+0%	+$62	0.08%	265
2022 Q2	$589K	Buy	9,700 +2,490	+35%	+$164K	0.09%	250
2022 Q1	$512K	Hold	7,210	–	–	0.07%	311
2021 Q4	$549K	Buy	7,210 +7,070	+5,050%	+$500K	0.07%	308
2021 Q3	$9K	Hold	140	–	–	﹤0.01%	1469
2021 Q2	$9K	Buy	+140	New	+$8.8K	﹤0.01%	1565

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 29.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Arkadios Wealth Advisors's ICF Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its iShares Select U.S. REIT ETF (ICF) stake by 0.26% in Q2 2026, buying an estimated $3.49K and bringing the position to 20,324 shares worth $1.37M. The position accounts for 0.02% of the portfolio, ranked #680.

Arkadios Wealth Advisors first reported a position in ICF in Q2 2021 and has held it in 19 quarters since. The position peaked at $1.45M in Q4 2025. 369 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

Arkadios Wealth Advisors held 20,324 shares of iShares Select U.S. REIT ETF worth $1.37M as of Q2 2026.
Arkadios Wealth Advisors bought 52 iShares Select U.S. REIT ETF shares in Q2 2026, an estimated $3.49K.
iShares Select U.S. REIT ETF made up 0.02% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #680 holding.
Arkadios Wealth Advisors first reported a position in iShares Select U.S. REIT ETF in Q2 2021 and has held it in 19 quarters since.
Arkadios Wealth Advisors's iShares Select U.S. REIT ETF position peaked at $1.45M in Q4 2025.
369 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.