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

Clearstead 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 Q1	$1.42K	Buy	+23	New	+$1.44K	﹤0.01%	1971
2023 Q1	–	Sell	-2,000	Closed	-$110K	–	1396
2022 Q4	$110K	Hold	2,000	–	–	0.01%	481
2022 Q3	$107K	Hold	2,000	–	–	0.01%	465
2022 Q2	$122K	Hold	2,000	–	–	0.01%	459
2022 Q1	$142K	Hold	2,000	–	–	0.01%	477
2021 Q4	$152K	Hold	2,000	–	–	0.01%	442
2021 Q3	$131K	Hold	2,000	–	–	0.01%	431
2021 Q2	$131K	Hold	2,000	–	–	0.01%	408
2021 Q1	$116K	Sell	2,000 -2,000	-50%	-$110K	0.01%	413
2020 Q4	$216K	Hold	4,000	–	–	0.02%	312
2020 Q3	$204K	Hold	4,000	–	–	0.02%	276
2020 Q2	$202K	Hold	4,000	–	–	0.02%	265
2020 Q1	$183K	Hold	4,000	–	–	0.03%	248
2019 Q4	$234K	Hold	4,000	–	–	0.03%	256
2019 Q3	$240K	Hold	4,000	–	–	0.03%	235
2019 Q2	$225K	Hold	4,000	–	–	0.03%	252
2019 Q1	$222K	Buy	+4,000	New	+$211K	0.03%	246
2018 Q4	–	Sell	-4,000	Closed	-$200K	–	254
2018 Q3	$200K	Hold	4,000	–	–	0.03%	225
2018 Q2	$200K	Buy	+4,000	New	+$190K	0.03%	218
2018 Q1	–	Sell	-4,000	Closed	-$203K	–	228
2017 Q4	$203K	Buy	+4,000	New	+$203K	0.03%	217

Other funds holding ICF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return

Clearstead Advisors's ICF Position: Q1 2026 in Review

Clearstead Advisors opened a new position in iShares Select U.S. REIT ETF (ICF) in Q1 2026: 23 shares worth $1.42K. The stake represents ﹤0.01% of the portfolio and ranks #1971 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in ICF as recently as Q4 2022.

Clearstead Advisors first reported a position in ICF in Q4 2017 and has held it in 20 quarters since. The position peaked at $240K in Q3 2019. 358 funds tracked by Wall St. Rank hold ICF as of Q1 2026.

Clearstead Advisors held 23 shares of iShares Select U.S. REIT ETF worth $1.42K as of Q1 2026.
iShares Select U.S. REIT ETF was a new Clearstead Advisors position in Q1 2026.
iShares Select U.S. REIT ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #1971 holding.
Clearstead Advisors first reported a position in iShares Select U.S. REIT ETF in Q4 2017 and has held it in 20 quarters since.
Clearstead Advisors's iShares Select U.S. REIT ETF position peaked at $240K in Q3 2019.
358 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.