Avidian Wealth Enterprises
ICF icon

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
Q3 		$1.24M Buy
19,682
+614
+3% +$41.5K 0.03% 289
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

Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
IFG Advisors
IFG Advisors St. Louis, Missouri $730M AUM 19.37% 1-Year Est. Return
Brewster Financial Planning
Brewster Financial Planning Brooklyn, New York $181M AUM 7.92% 1-Year Est. Return
AWM Capital
AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return
Garde Capital
Garde Capital Seattle, Washington $1.8B AUM 11.9% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Mine & Arao Wealth Creation & Management
Mine & Arao Wealth Creation & Management Campbell, California $280M AUM 20.45% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Avidian Wealth Enterprises's ICF Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its iShares Select U.S. REIT ETF (ICF) stake by 3.2% in Q3 2026, buying an estimated $41.5K and bringing the position to 19,682 shares worth $1.24M. The position accounts for 0.03% of the portfolio, ranked #289.

Avidian Wealth Enterprises first reported a position in ICF in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.74M in Q2 2023. 133 funds tracked by Wall St. Rank hold ICF as of Q3 2026.

  • Avidian Wealth Enterprises held 19,682 shares of iShares Select U.S. REIT ETF worth $1.24M as of Q3 2026.
  • Avidian Wealth Enterprises bought 614 iShares Select U.S. REIT ETF shares in Q3 2026, an estimated $41.5K.
  • iShares Select U.S. REIT ETF made up 0.03% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #289 holding.
  • Avidian Wealth Enterprises first reported a position in iShares Select U.S. REIT ETF in Q4 2021 and has held it in 19 quarters since.
  • Avidian Wealth Enterprises's iShares Select U.S. REIT ETF position peaked at $5.74M in Q2 2023.
  • 133 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.