Avior Wealth Management’s iShares Select U.S. REIT ETF ICF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.58M | Sell |
23,344
-1,437
| -6% | -$96.5K | 0.04% | 287 |
|
|
2026
Q1 | $1.53M | Sell |
24,781
-1,303
| -5% | -$81.7K | 0.04% | 280 |
|
|
2025
Q4 | $1.56M | Sell |
26,084
-23,050
| -47% | -$1.4M | 0.05% | 233 |
|
|
2025
Q3 | $3.03M | Sell |
49,134
-1,471
| -3% | -$89.9K | 0.1% | 153 |
|
|
2025
Q2 | $3.1M | Buy |
50,605
+26,813
| +113% | +$1.62M | 0.11% | 145 |
|
|
2025
Q1 | $1.46M | Sell |
23,792
-1,439
| -6% | -$88K | 0.06% | 210 |
|
|
2024
Q4 | $1.52M | Buy |
25,231
+155
| +0.6% | +$9.88K | 0.06% | 215 |
|
|
2024
Q3 | $1.65M | Sell |
25,076
-1,991
| -7% | -$124K | 0.07% | 196 |
|
|
2024
Q2 | $1.55M | Sell |
27,067
-5,526
| -17% | -$306K | 0.07% | 188 |
|
|
2024
Q1 | $1.88M | Buy |
32,593
+1,252
| +4% | +$71.4K | 0.09% | 166 |
|
|
2023
Q4 | $1.84M | Sell |
31,341
-29
| -0.1% | -$1.53K | 0.11% | 137 |
|
|
2023
Q3 | $1.57M | Sell |
31,370
-2,694
| -8% | -$147K | 0.11% | 139 |
|
|
2023
Q2 | $1.89M | Buy |
34,064
+472
| +1% | +$25.7K | 0.12% | 131 |
|
|
2023
Q1 | $1.87M | Sell |
33,592
-7,113
| -17% | -$405K | 0.13% | 124 |
|
|
2022
Q4 | $2.23M | Buy |
40,705
+7,321
| +22% | +$400K | 0.17% | 112 |
|
|
2022
Q3 | $1.79M | Buy |
33,384
+417
| +1% | +$25.9K | 0.15% | 116 |
|
|
2022
Q2 | $2M | Sell |
32,967
-594
| -2% | -$39K | 0.2% | 98 |
|
|
2022
Q1 | $2.38M | Sell |
33,561
-217
| -0.6% | -$14.9K | 0.21% | 98 |
|
|
2021
Q4 | $2.57M | Sell |
33,778
-2,879
| -8% | -$203K | 0.21% | 93 |
|
|
2021
Q3 | $2.4M | Sell |
36,657
-1,230
| -3% | -$84.2K | 0.2% | 96 |
|
|
2021
Q2 | $2.48M | Sell |
37,887
-4,919
| -11% | -$309K | 0.25% | 90 |
|
|
2021
Q1 | $2.47M | Sell |
42,806
-4,932
| -10% | -$272K | 0.26% | 87 |
|
|
2020
Q4 | $2.57M | Sell |
47,738
-5,040
| -10% | -$267K | 0.32% | 76 |
|
|
2020
Q3 | $2.69M | Sell |
52,778
-104
| -0.2% | -$5.38K | 0.38% | 62 |
|
|
2020
Q2 | $2.67M | Buy |
52,882
+760
| +1% | +$37.4K | 0.42% | 54 |
|
|
2020
Q1 | $2.39M | Sell |
52,122
-66
| -0.1% | -$3.69K | 0.47% | 53 |
|
|
2019
Q4 | $3.05M | Buy |
52,188
+4,422
| +9% | +$260K | 0.49% | 50 |
|
|
2019
Q3 | $2.87M | Buy |
47,766
+1,558
| +3% | +$91.2K | 0.5% | 50 |
|
|
2019
Q2 | $2.6M | Buy |
46,208
+176
| +0.4% | +$9.88K | 0.47% | 56 |
|
|
2019
Q1 | $2.56M | Buy |
46,032
+1,518
| +3% | +$79.9K | 0.54% | 45 |
|
|
2018
Q4 | $2.13M | Sell |
44,514
-336
| -0.7% | -$16.8K | 0.51% | 49 |
|
|
2018
Q3 | $2.24M | Buy |
44,850
+168
| +0.4% | +$8.52K | 0.48% | 54 |
|
|
2018
Q2 | $2.23M | Sell |
44,682
-702
| -2% | -$33.4K | 0.5% | 49 |
|
|
2018
Q1 | $2.12M | Sell |
45,384
-1,524
| -3% | -$71.5K | 0.49% | 55 |
|
|
2017
Q4 | $2.38M | Sell |
46,908
-432
| -0.9% | -$22K | 0.53% | 48 |
|
|
2017
Q3 | $2.38M | Sell |
47,340
-424
| -0.9% | -$21.5K | 0.78% | 33 |
|
|
2017
Q2 | $2.42M | Sell |
47,764
-1,354
| -3% | -$68.4K | 0.99% | 24 |
|
|
2017
Q1 | $2.45M | Sell |
49,118
-692
| -1% | -$34.6K | 0.82% | 32 |
|
|
2016
Q4 | $2.48M | Sell |
49,810
-448
| -0.9% | -$22K | 0.93% | 29 |
|
|
2016
Q3 | $2.64M | Sell |
50,258
-350
| -0.7% | -$18.9K | 1.03% | 23 |
|
|
2016
Q2 | $2.74M | Sell |
50,608
-848
| -2% | -$43.6K | 1.16% | 22 |
|
|
2016
Q1 | $2.65M | Sell |
51,456
-194
| -0.4% | -$9.35K | 1.17% | 20 |
|
|
2015
Q4 | $2.56M | Buy |
51,650
+10
| +0% | +$486 | 1.4% | 16 |
|
|
2015
Q3 | $2.39M | Buy |
51,640
+888
| +2% | +$41.3K | 1.4% | 16 |
|
|
2015
Q2 | $2.27M | Buy |
50,752
+106
| +0.2% | +$5.08K | 1.77% | 17 |
|
|
2015
Q1 | $2.56M | Sell |
50,646
-912
| -2% | -$46.5K | 1.98% | 15 |
|
|
2014
Q4 | $2.5M | Buy |
51,558
+104
| +0.2% | +$4.85K | 1.99% | 15 |
|
|
2014
Q3 | $2.17M | Buy |
51,454
+462
| +0.9% | +$20.4K | 1.85% | 15 |
|
|
2014
Q2 | $2.23M | Sell |
50,992
-646
| -1% | -$27.8K | 1.87% | 16 |
|
|
2014
Q1 | $2.12M | Buy |
51,638
+9,936
| +24% | +$395K | 1.77% | 16 |
|
|
2013
Q4 | $1.56M | Buy |
+41,702
| New | +$1.61M | 1.48% | 22 |
|
Other funds holding ICF
FIA
Avior Wealth Management's ICF Position: Q2 2026 in Review
Avior Wealth Management reduced its iShares Select U.S. REIT ETF (ICF) stake by 5.8% in Q2 2026, selling an estimated $96.5K and leaving 23,344 shares worth $1.58M. The position accounts for 0.04% of the portfolio, ranked #287.
Avior Wealth Management first reported a position in ICF in Q4 2013 and has held it in 51 quarters since. The position peaked at $3.1M in Q2 2025. 369 funds tracked by Wall St. Rank hold ICF as of Q2 2026.
- Avior Wealth Management held 23,344 shares of iShares Select U.S. REIT ETF worth $1.58M as of Q2 2026.
- Avior Wealth Management sold 1,437 iShares Select U.S. REIT ETF shares in Q2 2026, an estimated $96.5K.
- iShares Select U.S. REIT ETF made up 0.04% of Avior Wealth Management's portfolio in Q2 2026, its #287 holding.
- Avior Wealth Management first reported a position in iShares Select U.S. REIT ETF in Q4 2013 and has held it in 51 quarters since.
- Avior Wealth Management's iShares Select U.S. REIT ETF position peaked at $3.1M in Q2 2025.
- 369 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.
Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.