Avantax Advisory Services’s iShares Select U.S. REIT ETF ICF Stock Holding History

Avantax Advisory Services’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
2025 Q2	$5.8M	Buy	94,836 +1,812	+2%	+$110K	0.03%	409
2025 Q1	$5.72M	Buy	93,024 +18,405	+25%	+$1.13M	0.03%	380
2024 Q4	$4.5M	Sell	74,619 -6,054	-8%	-$386K	0.03%	428
2024 Q3	$5.32M	Buy	80,673 +1,229	+2%	+$76.8K	0.03%	377
2024 Q2	$4.55M	Buy	79,444 +33,417	+73%	+$1.85M	0.03%	402
2024 Q1	$2.66M	Buy	46,027 +1,471	+3%	+$83.9K	0.02%	464
2023 Q4	$2.62M	Sell	44,556 -24,447	-35%	-$1.29M	0.03%	433
2023 Q3	$3.46M	Buy	69,003 +4,581	+7%	+$250K	0.04%	325
2023 Q2	$3.58M	Sell	64,422 -14,278	-18%	-$777K	0.04%	315
2023 Q1	$4.37M	Sell	78,700 -27,021	-26%	-$1.54M	0.05%	271
2022 Q4	$5.8M	Buy	105,721 +23,160	+28%	+$1.27M	0.08%	198
2022 Q3	$4.43M	Buy	82,561 +40,359	+96%	+$2.51M	0.07%	221
2022 Q2	$2.56M	Buy	42,202 +1,164	+3%	+$76.5K	0.04%	328
2022 Q1	$2.92M	Buy	41,038 +258	+0.6%	+$17.8K	0.04%	303
2021 Q4	$3.1M	Sell	40,780 -1,831	-4%	-$129K	0.05%	284
2021 Q3	$2.79M	Buy	42,611 +3,440	+9%	+$236K	0.05%	279
2021 Q2	$2.56M	Buy	39,171 +1,864	+5%	+$117K	0.05%	283
2021 Q1	$2.16M	Sell	37,307 -1,531	-4%	-$84.4K	0.05%	277
2020 Q4	$2.09M	Sell	38,838 -132,294	-77%	-$7M	0.05%	266
2020 Q3	$8.73M	Buy	171,132 +90,872	+113%	+$4.7M	0.14%	123
2020 Q2	$4.06M	Sell	80,260 -2,348	-3%	-$116K	0.12%	134
2020 Q1	$3.77M	Buy	82,608 +2,354	+3%	+$132K	0.11%	128
2019 Q4	$4.7M	Buy	+80,254	New	+$4.72M	0.11%	121
2019 Q3	–	Sell	-3,542	Closed	-$200K	–	582
2019 Q2	$200K	Buy	+3,542	New	+$199K	0.01%	489

Other funds holding ICF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Avantax Advisory Services's ICF Position: Q2 2025 in Review

Avantax Advisory Services increased its iShares Select U.S. REIT ETF (ICF) stake by 1.9% in Q2 2025, buying an estimated $110K and bringing the position to 94,836 shares worth $5.8M. The position accounts for 0.03% of the portfolio, ranked #409.

Avantax Advisory Services first reported a position in ICF in Q2 2019 and has held it in 24 quarters since. The position peaked at $8.73M in Q3 2020. 348 funds tracked by Wall St. Rank hold ICF as of Q2 2025.

Avantax Advisory Services held 94,836 shares of iShares Select U.S. REIT ETF worth $5.8M as of Q2 2025.
Avantax Advisory Services bought 1,812 iShares Select U.S. REIT ETF shares in Q2 2025, an estimated $110K.
iShares Select U.S. REIT ETF made up 0.03% of Avantax Advisory Services's portfolio in Q2 2025, its #409 holding.
Avantax Advisory Services first reported a position in iShares Select U.S. REIT ETF in Q2 2019 and has held it in 24 quarters since.
Avantax Advisory Services's iShares Select U.S. REIT ETF position peaked at $8.73M in Q3 2020.
348 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.