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 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

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

Axxcess Wealth Management's ICF Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in iShares Select U.S. REIT ETF (ICF) in Q2 2026: 8,482 shares worth $574K. The stake represents 0.01% of the portfolio and ranks #681 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in ICF as recently as Q4 2025.

Axxcess Wealth Management first reported a position in ICF in Q4 2021 and has held it in 12 quarters since. 371 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

Axxcess Wealth Management held 8,482 shares of iShares Select U.S. REIT ETF worth $574K as of Q2 2026.
iShares Select U.S. REIT ETF was a new Axxcess Wealth Management position in Q2 2026.
iShares Select U.S. REIT ETF made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #681 holding.
Axxcess Wealth Management first reported a position in iShares Select U.S. REIT ETF in Q4 2021 and has held it in 12 quarters since.
371 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.