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

Capital Investment Advisory Services’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	$2.71K	Hold	40	–	–	﹤0.01%	1245
2026 Q1	$2.48K	Hold	40	–	–	﹤0.01%	1157
2025 Q4	$2.39K	Hold	40	–	–	﹤0.01%	1124
2025 Q3	$2.46K	Hold	40	–	–	﹤0.01%	1048
2025 Q2	$2.45K	Hold	40	–	–	﹤0.01%	1020
2025 Q1	$2.46K	Hold	40	–	–	﹤0.01%	953
2024 Q4	$2.41K	Hold	40	–	–	﹤0.01%	888
2024 Q3	$2.64K	Hold	40	–	–	﹤0.01%	929
2024 Q2	$2.29K	Hold	40	–	–	﹤0.01%	912
2024 Q1	$2.31K	Hold	40	–	–	﹤0.01%	907
2023 Q4	$2.35K	Hold	40	–	–	﹤0.01%	934
2023 Q3	$2.01K	Hold	40	–	–	﹤0.01%	902
2023 Q2	$2.22K	Hold	40	–	–	﹤0.01%	842
2023 Q1	$2.22K	Buy	+40	New	+$2.27K	﹤0.01%	834
2022 Q4	–	Sell	-176	Closed	-$9K	–	836
2022 Q3	$9K	Hold	176	–	–	﹤0.01%	704
2022 Q2	$11K	Hold	176	–	–	﹤0.01%	706
2022 Q1	$12K	Hold	176	–	–	﹤0.01%	733
2021 Q4	$13K	Hold	176	–	–	﹤0.01%	708
2021 Q3	$12K	Hold	176	–	–	﹤0.01%	670
2021 Q2	$12K	Hold	176	–	–	﹤0.01%	695
2021 Q1	$10K	Buy	176 +20	+13%	+$1.1K	﹤0.01%	652
2020 Q4	$8K	Hold	156	–	–	﹤0.01%	633
2020 Q3	$8K	Hold	156	–	–	﹤0.01%	556
2020 Q2	$8K	Hold	156	–	–	﹤0.01%	493
2020 Q1	$7K	Sell	156 -1,242	-89%	-$69.5K	﹤0.01%	490
2019 Q4	$82K	Hold	1,398	–	–	0.02%	362
2019 Q3	$84K	Hold	1,398	–	–	0.02%	434
2019 Q2	$79K	Hold	1,398	–	–	0.02%	440
2019 Q1	$78K	Hold	1,398	–	–	0.03%	395
2018 Q4	$67K	Buy	+1,398	New	+$69.7K	0.03%	393

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

Capital Investment Advisory Services's ICF Position: Q2 2026 in Review

Capital Investment Advisory Services held its iShares Select U.S. REIT ETF (ICF) position steady in Q2 2026 at 40 shares worth $2.71K. The position accounts for ﹤0.01% of the portfolio, ranked #1245.

Capital Investment Advisory Services first reported a position in ICF in Q4 2018 and has held it in 30 quarters since. The position peaked at $84K in Q3 2019. 372 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

Capital Investment Advisory Services held 40 shares of iShares Select U.S. REIT ETF worth $2.71K as of Q2 2026.
Capital Investment Advisory Services 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 Capital Investment Advisory Services's portfolio in Q2 2026, its #1245 holding.
Capital Investment Advisory Services first reported a position in iShares Select U.S. REIT ETF in Q4 2018 and has held it in 30 quarters since.
Capital Investment Advisory Services's iShares Select U.S. REIT ETF position peaked at $84K in Q3 2019.
372 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

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