Clayton Financial Group’s iShares Select U.S. REIT ETF ICF Stock Holding History

Clayton Financial Group’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	–	Sell	-491	Closed	-$30.4K	–	308
2026 Q1	$30.4K	Hold	491	–	–	0.02%	170
2025 Q4	$29.3K	Buy	491 +395	+411%	+$24K	0.01%	169
2025 Q3	$5.9K	Buy	+96	New	+$5.87K	﹤0.01%	165
2025 Q2	–	Sell	-12,180	Closed	-$749K	–	55
2025 Q1	$749K	Sell	12,180 -1,391	-10%	-$85.1K	0.27%	54
2024 Q4	$818K	Sell	13,571 -2,000	-13%	-$128K	0.29%	50
2024 Q3	$1.03M	Sell	15,571 -4,906	-24%	-$306K	0.38%	43
2024 Q2	$1.18M	Buy	20,477 +2,378	+13%	+$132K	0.51%	35
2024 Q1	$1.04M	Sell	18,099 -1,299	-7%	-$74.1K	0.48%	36
2023 Q4	$1.14M	Buy	+19,398	New	+$1.03M	0.71%	28

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

Clayton Financial Group's ICF Position: Q2 2026 in Review

Clayton Financial Group sold out of iShares Select U.S. REIT ETF (ICF) in Q2 2026, closing a stake of 491 shares — an estimated $30.4K sold.

Clayton Financial Group first reported a position in ICF in Q4 2023 and held it in 9 quarters. The position peaked at $1.18M in Q2 2024. 371 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

Clayton Financial Group reported no remaining iShares Select U.S. REIT ETF position as of Q2 2026 after selling out during the quarter.
Clayton Financial Group sold 491 iShares Select U.S. REIT ETF shares in Q2 2026, an estimated $30.4K.
Clayton Financial Group first reported a position in iShares Select U.S. REIT ETF in Q4 2023 and held it in 9 quarters.
Clayton Financial Group's iShares Select U.S. REIT ETF position peaked at $1.18M in Q2 2024.
371 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.