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

Avion Wealth’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	$50K	Hold	740	–	–	0.01%	248
2026 Q1	$45K	Hold	740	–	–	0.01%	219
2025 Q4	$44K	Sell	740 -20	-3%	-$1.22K	0.01%	219
2025 Q3	$46K	Hold	760	–	–	0.01%	226
2025 Q2	$46K	Hold	760	–	–	0.01%	211
2025 Q1	$45K	Hold	760	–	–	0.01%	201
2024 Q4	$45K	Hold	760	–	–	0.01%	200
2024 Q3	$50K	Hold	760	–	–	0.01%	168
2024 Q2	$43K	Hold	760	–	–	0.01%	168
2024 Q1	$44K	Hold	760	–	–	0.01%	164
2023 Q4	$45K	Hold	760	–	–	0.01%	160
2023 Q3	$38K	Hold	760	–	–	0.01%	168
2023 Q2	$42K	Hold	760	–	–	0.01%	174
2023 Q1	$41K	Hold	760	–	–	0.01%	159
2022 Q4	$40K	Hold	760	–	–	0.01%	157
2022 Q3	$41K	Hold	760	–	–	0.01%	156
2022 Q2	$46K	Hold	760	–	–	0.01%	149
2022 Q1	$54K	Buy	760 +720	+1,800%	+$49.6K	0.02%	122
2021 Q4	$3K	Hold	40	–	–	﹤0.01%	318
2021 Q3	$3K	Hold	40	–	–	﹤0.01%	306
2021 Q2	$3K	Hold	40	–	–	﹤0.01%	290
2021 Q1	$2K	Hold	40	–	–	﹤0.01%	298
2020 Q4	$2K	Hold	40	–	–	﹤0.01%	303
2020 Q3	$2K	Hold	40	–	–	﹤0.01%	269
2020 Q2	$2K	Hold	40	–	–	﹤0.01%	241
2020 Q1	$2K	Buy	+40	New	+$2.24K	﹤0.01%	262

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

Avion Wealth's ICF Position: Q2 2026 in Review

Avion Wealth held its iShares Select U.S. REIT ETF (ICF) position steady in Q2 2026 at 740 shares worth $50K. The position accounts for 0.01% of the portfolio, ranked #248.

Avion Wealth first reported a position in ICF in Q1 2020 and has held it in 26 quarters since. The position peaked at $54K in Q1 2022. 371 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

Avion Wealth held 740 shares of iShares Select U.S. REIT ETF worth $50K as of Q2 2026.
Avion Wealth left its iShares Select U.S. REIT ETF share count unchanged in Q2 2026.
iShares Select U.S. REIT ETF made up 0.01% of Avion Wealth's portfolio in Q2 2026, its #248 holding.
Avion Wealth first reported a position in iShares Select U.S. REIT ETF in Q1 2020 and has held it in 26 quarters since.
Avion Wealth's iShares Select U.S. REIT ETF position peaked at $54K in Q1 2022.
371 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.