Biltmore Family Office’s iShares Select U.S. REIT ETF ICF Stock Holding History

Biltmore Family Office’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	$94.7K	Hold	1,400	–	–	0.01%	273
2026 Q1	$86.6K	Hold	1,400	–	–	0.01%	262
2025 Q4	$83.5K	Buy	1,400 +400	+40%	+$24.3K	0.01%	252
2025 Q3	$61.6K	Hold	1,000	–	–	0.01%	238
2025 Q2	$61.2K	Hold	1,000	–	–	0.01%	232
2025 Q1	$61.5K	Hold	1,000	–	–	0.01%	219
2024 Q4	$60.3K	Hold	1,000	–	–	0.01%	220
2024 Q3	$65.9K	Hold	1,000	–	–	0.01%	223
2024 Q2	$57.3K	Hold	1,000	–	–	0.01%	199
2024 Q1	$57.7K	Hold	1,000	–	–	0.01%	197
2023 Q4	$58.7K	Hold	1,000	–	–	0.01%	197
2023 Q3	$50.8K	Hold	1,000	–	–	0.01%	198
2023 Q2	$55.6K	Hold	1,000	–	–	0.01%	194
2023 Q1	$55.5K	Hold	1,000	–	–	0.01%	234
2022 Q4	$54.8K	Hold	1,000	–	–	0.01%	226
2022 Q3	$54K	Hold	1,000	–	–	0.01%	177
2022 Q2	$61K	Hold	1,000	–	–	0.02%	177
2022 Q1	$71K	Hold	1,000	–	–	0.02%	182
2021 Q4	$76K	Hold	1,000	–	–	0.01%	200
2021 Q3	$65K	Hold	1,000	–	–	0.02%	180
2021 Q2	$65K	Hold	1,000	–	–	0.02%	165
2021 Q1	$58K	Hold	1,000	–	–	0.02%	158
2020 Q4	$54K	Buy	+1,000	New	+$52.9K	0.02%	159

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

Biltmore Family Office's ICF Position: Q2 2026 in Review

Biltmore Family Office held its iShares Select U.S. REIT ETF (ICF) position steady in Q2 2026 at 1,400 shares worth $94.7K. The position accounts for 0.01% of the portfolio, ranked #273.

Biltmore Family Office first reported a position in ICF in Q4 2020 and has held it in 23 quarters since. 372 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

Biltmore Family Office held 1,400 shares of iShares Select U.S. REIT ETF worth $94.7K as of Q2 2026.
Biltmore Family Office 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 Biltmore Family Office's portfolio in Q2 2026, its #273 holding.
Biltmore Family Office first reported a position in iShares Select U.S. REIT ETF in Q4 2020 and has held it in 23 quarters since.
372 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on Biltmore Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.