Blue Trust Inc’s iShares Select U.S. REIT ETF ICF Stock Holding History

Blue Trust Inc’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	$8.18K	Hold	130	–	–	﹤0.01%	1756
2026 Q2	$8.79K	Hold	130	–	–	﹤0.01%	1895
2026 Q1	$8.05K	Hold	130	–	–	﹤0.01%	1887
2025 Q4	$7.76K	Hold	130	–	–	﹤0.01%	1919
2025 Q3	$8.01K	Hold	130	–	–	﹤0.01%	1906
2025 Q2	$7.95K	Hold	130	–	–	﹤0.01%	1926
2025 Q1	$8K	Sell	130 -97	-43%	-$5.93K	﹤0.01%	1992
2024 Q4	$13.7K	Buy	+227	New	+$14.5K	﹤0.01%	1727
2023 Q2	–	Sell	-130	Closed	-$7K	–	2260
2023 Q1	$7K	Hold	130	–	–	﹤0.01%	1697
2022 Q4	$7K	Buy	+130	New	+$7.11K	﹤0.01%	1629

Other funds holding ICF

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

IFG Advisors St. Louis, Missouri $730M AUM 19.37% 1-Year Est. Return

Brewster Financial Planning Brooklyn, New York $181M AUM 7.92% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

IFS

Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Frank Rimerman Advisors Palo Alto, California $1.81B AUM 32.96% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PW Nova Financial Services Newtown, Pennsylvania $491M AUM 22.36% 1-Year Est. Return

Blue Trust Inc's ICF Position: Q3 2026 in Review

Blue Trust Inc held its iShares Select U.S. REIT ETF (ICF) position steady in Q3 2026 at 130 shares worth $8.18K. The position accounts for ﹤0.01% of the portfolio, ranked #1756.

Blue Trust Inc first reported a position in ICF in Q4 2022 and has held it in 10 quarters since. The position peaked at $13.7K in Q4 2024. 95 funds tracked by Wall St. Rank hold ICF as of Q3 2026.

Blue Trust Inc held 130 shares of iShares Select U.S. REIT ETF worth $8.18K as of Q3 2026.
Blue Trust Inc left its iShares Select U.S. REIT ETF share count unchanged in Q3 2026.
iShares Select U.S. REIT ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #1756 holding.
Blue Trust Inc first reported a position in iShares Select U.S. REIT ETF in Q4 2022 and has held it in 10 quarters since.
Blue Trust Inc's iShares Select U.S. REIT ETF position peaked at $13.7K in Q4 2024.
95 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.