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 Q2	$1.55K	Hold	23	–	–	﹤0.01%	2567
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 $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

Clearstead Advisors's ICF Position: Q2 2026 in Review

Clearstead Advisors held its iShares Select U.S. REIT ETF (ICF) position steady in Q2 2026 at 23 shares worth $1.55K. The position accounts for ﹤0.01% of the portfolio, ranked #2567.

Clearstead Advisors first reported a position in ICF in Q4 2017 and has held it in 21 quarters since. The position peaked at $240K in Q3 2019. 371 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

Clearstead Advisors held 23 shares of iShares Select U.S. REIT ETF worth $1.55K as of Q2 2026.
Clearstead Advisors 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 Clearstead Advisors's portfolio in Q2 2026, its #2567 holding.
Clearstead Advisors first reported a position in iShares Select U.S. REIT ETF in Q4 2017 and has held it in 21 quarters since.
Clearstead Advisors's iShares Select U.S. REIT ETF position peaked at $240K in Q3 2019.
371 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.