Cahill Financial Advisors’s iShares Select U.S. REIT ETF ICF Stock Holding History

Cahill Financial Advisors’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	$206K	Buy	+3,046	New	+$205K	0.02%	292
2024 Q4	–	Sell	-3,133	Closed	-$207K	–	267
2024 Q3	$207K	Buy	+3,133	New	+$196K	0.03%	247
2022 Q1	–	Sell	-2,713	Closed	-$206K	–	225
2021 Q4	$206K	Sell	2,713 -41	-1%	-$2.9K	0.04%	215
2021 Q3	$180K	Buy	+2,754	New	+$189K	0.04%	215
2021 Q1	–	Sell	-4,232	Closed	-$228K	–	207
2020 Q4	$228K	Buy	+4,232	New	+$224K	0.06%	181
2016 Q3	–	Sell	-3,742	Closed	-$203K	–	125
2016 Q2	$203K	Buy	+3,742	New	+$192K	0.14%	115
2015 Q4	–	Sell	-4,572	Closed	-$212K	–	107
2015 Q3	$212K	Sell	4,572 -150	-3%	-$6.98K	0.17%	102
2015 Q2	$212K	Sell	4,722 -58	-1%	-$2.78K	0.16%	104
2015 Q1	$242K	Hold	4,780	–	–	0.18%	94
2014 Q4	$232K	Buy	+4,780	New	+$223K	0.18%	96

Other funds holding ICF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Cahill Financial Advisors's ICF Position: Q2 2026 in Review

Cahill Financial Advisors opened a new position in iShares Select U.S. REIT ETF (ICF) in Q2 2026: 3,046 shares worth $206K. The stake represents 0.02% of the portfolio and ranks #292 among its holdings. This is a return to the name: Cahill Financial Advisors previously reported a position in ICF as recently as Q3 2024.

Cahill Financial Advisors first reported a position in ICF in Q4 2014 and has held it in 10 quarters since. The position peaked at $242K in Q1 2015. 270 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

Cahill Financial Advisors held 3,046 shares of iShares Select U.S. REIT ETF worth $206K as of Q2 2026.
iShares Select U.S. REIT ETF was a new Cahill Financial Advisors position in Q2 2026.
iShares Select U.S. REIT ETF made up 0.02% of Cahill Financial Advisors's portfolio in Q2 2026, its #292 holding.
Cahill Financial Advisors first reported a position in iShares Select U.S. REIT ETF in Q4 2014 and has held it in 10 quarters since.
Cahill Financial Advisors's iShares Select U.S. REIT ETF position peaked at $242K in Q1 2015.
270 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.