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

Axxcess Wealth Management’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 		– Sell
-8,482
Closed -$574K – 1118
2026
Q2 		$574K Buy
+8,482
New +$570K 0.01% 681
2026
Q1 		– Sell
-8,524
Closed -$509K – 675
2025
Q4 		$509K Buy
8,524
+439
+5% +$26.7K 0.01% 698
2025
Q3 		$498K Buy
8,085
+391
+5% +$23.9K 0.01% 622
2025
Q2 		$471K Buy
7,694
+377
+5% +$22.8K 0.01% 604
2025
Q1 		$450K Buy
7,317
+458
+7% +$28K 0.01% 581
2024
Q4 		$413K Buy
6,859
+576
+9% +$36.7K 0.01% 590
2024
Q3 		$414K Buy
6,283
+193
+3% +$12.1K 0.01% 598
2024
Q2 		$349K Buy
6,090
+665
+12% +$36.9K 0.01% 607
2024
Q1 		$313K Buy
5,425
+737
+16% +$42K 0.01% 653
2023
Q4 		$275K Buy
4,688
+93
+2% +$4.92K 0.01% 669
2023
Q3 		$230K Buy
+4,595
New +$251K 0.01% 682
2022
Q1 		– Sell
-3,065
Closed -$233K – 671
2021
Q4 		$233K Buy
+3,065
New +$217K 0.02% 542

Other funds holding ICF

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
AMG National Trust Bank
AMG National Trust Bank Greenwood Village, Colorado $4.91B AUM 13.93% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Brewster Financial Planning
Brewster Financial Planning Brooklyn, New York $181M AUM 7.92% 1-Year Est. Return

Axxcess Wealth Management's ICF Position: Q3 2026 in Review

Axxcess Wealth Management sold out of iShares Select U.S. REIT ETF (ICF) in Q3 2026, closing a stake of 8,482 shares — an estimated $574K sold.

Axxcess Wealth Management first reported a position in ICF in Q4 2021 and held it in 12 quarters. The position peaked at $574K in Q2 2026. 194 funds tracked by Wall St. Rank hold ICF as of Q3 2026.

  • Axxcess Wealth Management reported no remaining iShares Select U.S. REIT ETF position as of Q3 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 8,482 iShares Select U.S. REIT ETF shares in Q3 2026, an estimated $574K.
  • Axxcess Wealth Management first reported a position in iShares Select U.S. REIT ETF in Q4 2021 and held it in 12 quarters.
  • Axxcess Wealth Management's iShares Select U.S. REIT ETF position peaked at $574K in Q2 2026.
  • 194 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.