Avidian Wealth Enterprises’s iShares Select U.S. REIT ETF ICF Stock Holding History

Avidian Wealth Enterprises’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	$1.29M	Sell	19,068 -260	-1%	-$17.5K	0.04%	273
2026 Q1	$1.2M	Sell	19,328 -1,705	-8%	-$107K	0.04%	268
2025 Q4	$1.26M	Sell	21,033 -217	-1%	-$13.2K	0.05%	195
2025 Q3	$1.31M	Sell	21,250 -462	-2%	-$28.2K	0.05%	183
2025 Q2	$1.33M	Buy	21,712 +521	+2%	+$31.6K	0.05%	171
2025 Q1	$1.3M	Sell	21,191 -2,563	-11%	-$157K	0.06%	163
2024 Q4	$1.43M	Sell	23,754 -1,363	-5%	-$86.9K	0.06%	148
2024 Q3	$1.66M	Sell	25,117 -1,416	-5%	-$88.5K	0.08%	141
2024 Q2	$1.52M	Sell	26,533 -11,756	-31%	-$652K	0.06%	141
2024 Q1	$2.21M	Sell	38,289 -5,481	-13%	-$313K	0.11%	104
2023 Q4	$2.57M	Sell	43,770 -20,974	-32%	-$1.11M	0.16%	89
2023 Q3	$3.25M	Sell	64,744 -38,493	-37%	-$2.1M	0.23%	80
2023 Q2	$5.74M	Buy	103,237 +23,939	+30%	+$1.3M	0.38%	58
2023 Q1	$4.4M	Buy	79,298 +69,983	+751%	+$3.98M	0.24%	80
2022 Q4	$511K	Buy	+9,315	New	+$509K	0.03%	275
2022 Q3	–	Sell	-3,333	Closed	-$203K	–	441
2022 Q2	$203K	Hold	3,333	–	–	0.01%	418
2022 Q1	$237K	Sell	3,333 -113	-3%	-$7.78K	0.01%	427
2021 Q4	$262K	Buy	+3,446	New	+$244K	0.02%	437

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

Avidian Wealth Enterprises's ICF Position: Q2 2026 in Review

Avidian Wealth Enterprises reduced its iShares Select U.S. REIT ETF (ICF) stake by 1.3% in Q2 2026, selling an estimated $17.5K and leaving 19,068 shares worth $1.29M. The position accounts for 0.04% of the portfolio, ranked #273.

Avidian Wealth Enterprises first reported a position in ICF in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.74M in Q2 2023. 371 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

Avidian Wealth Enterprises held 19,068 shares of iShares Select U.S. REIT ETF worth $1.29M as of Q2 2026.
Avidian Wealth Enterprises sold 260 iShares Select U.S. REIT ETF shares in Q2 2026, an estimated $17.5K.
iShares Select U.S. REIT ETF made up 0.04% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #273 holding.
Avidian Wealth Enterprises first reported a position in iShares Select U.S. REIT ETF in Q4 2021 and has held it in 18 quarters since.
Avidian Wealth Enterprises's iShares Select U.S. REIT ETF position peaked at $5.74M in Q2 2023.
371 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.