Cape Investment Advisory’s iShares Select U.S. REIT ETF ICF Stock Holding History

Cape Investment Advisory’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	$1.42K	Buy	+21	New	+$1.41K	﹤0.01%	1289
2026 Q1	–	Sell	-116	Closed	-$6.92K	–	644
2025 Q4	$6.92K	Buy	+116	New	+$7.04K	﹤0.01%	832
2025 Q3	–	Sell	-116	Closed	-$7.09K	–	995
2025 Q2	$7.09K	Hold	116	–	–	﹤0.01%	694
2025 Q1	$7.14K	Hold	116	–	–	﹤0.01%	667
2024 Q4	$6.99K	Hold	116	–	–	﹤0.01%	663
2024 Q3	$7.65K	Hold	116	–	–	﹤0.01%	614
2024 Q2	$6.65K	Hold	116	–	–	﹤0.01%	600
2024 Q1	$6.69K	Hold	116	–	–	﹤0.01%	607
2023 Q4	$6.81K	Hold	116	–	–	﹤0.01%	730
2023 Q3	$5.82K	Hold	116	–	–	﹤0.01%	641
2023 Q2	$6.45K	Hold	116	–	–	﹤0.01%	620
2023 Q1	$6.44K	Buy	+116	New	+$6.6K	﹤0.01%	624

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 29.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cape Investment Advisory's ICF Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in iShares Select U.S. REIT ETF (ICF) in Q2 2026: 21 shares worth $1.42K. The stake represents ﹤0.01% of the portfolio and ranks #1289 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in ICF as recently as Q4 2025.

Cape Investment Advisory first reported a position in ICF in Q1 2023 and has held it in 12 quarters since. The position peaked at $7.65K in Q3 2024. 369 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

Cape Investment Advisory held 21 shares of iShares Select U.S. REIT ETF worth $1.42K as of Q2 2026.
iShares Select U.S. REIT ETF was a new Cape Investment Advisory position in Q2 2026.
iShares Select U.S. REIT ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1289 holding.
Cape Investment Advisory first reported a position in iShares Select U.S. REIT ETF in Q1 2023 and has held it in 12 quarters since.
Cape Investment Advisory's iShares Select U.S. REIT ETF position peaked at $7.65K in Q3 2024.
369 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.