Broadwater Capital’s iShares Select U.S. REIT ETF ICF Stock Holding History

Broadwater Capital’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	$1.35K	Hold	20	–	–	﹤0.01%	200
2026 Q1	$1.19K	Hold	20	–	–	﹤0.01%	201
2025 Q4	$1.19K	Hold	20	–	–	﹤0.01%	201
2025 Q3	$1.23K	Sell	20 -1,203	-98%	-$73.5K	﹤0.01%	206
2025 Q2	$1.22K	Buy	1,223 +1,203	+6,015%	+$72.9K	﹤0.01%	208
2025 Q1	$1.23K	Hold	20	–	–	﹤0.01%	206
2024 Q4	$1.21K	Hold	20	–	–	﹤0.01%	215
2024 Q3	$1.32K	Hold	20	–	–	﹤0.01%	219
2024 Q2	$1.15K	Hold	20	–	–	﹤0.01%	220
2024 Q1	$1.15K	Hold	20	–	–	﹤0.01%	218
2023 Q4	$1.18K	Buy	+20	New	+$1.06K	﹤0.01%	212

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

Broadwater Capital's ICF Position: Q2 2026 in Review

Broadwater Capital held its iShares Select U.S. REIT ETF (ICF) position steady in Q2 2026 at 20 shares worth $1.35K. The position accounts for ﹤0.01% of the portfolio, ranked #200.

Broadwater Capital first reported a position in ICF in Q4 2023 and has held it in 11 quarters since. 372 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

Broadwater Capital held 20 shares of iShares Select U.S. REIT ETF worth $1.35K as of Q2 2026.
Broadwater Capital 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 Broadwater Capital's portfolio in Q2 2026, its #200 holding.
Broadwater Capital first reported a position in iShares Select U.S. REIT ETF in Q4 2023 and has held it in 11 quarters since.
372 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on Broadwater Capital's 13F filing for Q2 2026, filed 24 Jul 2026.