Castle Wealth Management’s iShares Select U.S. REIT ETF ICF Stock Holding History

Castle Wealth Management’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	$227K	Hold	3,350	–	–	0.07%	133
2026 Q1	$207K	Buy	+3,350	New	+$210K	0.07%	129
2025 Q4	–	Sell	-3,350	Closed	-$206K	–	132
2025 Q3	$206K	Hold	3,350	–	–	0.07%	124
2025 Q2	$205K	Hold	3,350	–	–	0.07%	119
2025 Q1	$206K	Hold	3,350	–	–	0.08%	121
2024 Q4	$202K	Hold	3,350	–	–	0.08%	115
2024 Q3	$221K	Buy	+3,350	New	+$209K	0.09%	116
2022 Q4	–	Sell	-4,410	Closed	-$237K	–	339
2022 Q3	$237K	Hold	4,410	–	–	0.14%	92
2022 Q2	$268K	Buy	+4,410	New	+$290K	0.16%	91

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

Castle Wealth Management's ICF Position: Q2 2026 in Review

Castle Wealth Management held its iShares Select U.S. REIT ETF (ICF) position steady in Q2 2026 at 3,350 shares worth $227K. The position accounts for 0.07% of the portfolio, ranked #133.

Castle Wealth Management first reported a position in ICF in Q2 2022 and has held it in 9 quarters since. The position peaked at $268K in Q2 2022. 369 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

Castle Wealth Management held 3,350 shares of iShares Select U.S. REIT ETF worth $227K as of Q2 2026.
Castle Wealth Management left its iShares Select U.S. REIT ETF share count unchanged in Q2 2026.
iShares Select U.S. REIT ETF made up 0.07% of Castle Wealth Management's portfolio in Q2 2026, its #133 holding.
Castle Wealth Management first reported a position in iShares Select U.S. REIT ETF in Q2 2022 and has held it in 9 quarters since.
Castle Wealth Management's iShares Select U.S. REIT ETF position peaked at $268K in Q2 2022.
369 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on Castle Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.