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

Connecticut 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	$18.3M	Sell	270,820 -38,076	-12%	-$2.56M	0.68%	24
2026 Q1	$19.1M	Sell	308,896 -86,847	-22%	-$5.44M	0.8%	24
2025 Q4	$23.6M	Sell	395,743 -11,326	-3%	-$688K	1.03%	23
2025 Q3	$25.1M	Sell	407,069 -70,201	-15%	-$4.29M	1.11%	22
2025 Q2	$29.2M	Sell	477,270 -3,645	-0.8%	-$221K	1.39%	17
2025 Q1	$29.6M	Buy	480,915 +30,542	+7%	+$1.87M	1.55%	15
2024 Q4	$27.1M	Buy	450,373 +30,486	+7%	+$1.94M	1.33%	16
2024 Q3	$27.7M	Buy	419,887 +29,630	+8%	+$1.85M	1.34%	16
2024 Q2	$22.4M	Buy	390,257 +4,551	+1%	+$252K	1.15%	18
2024 Q1	$22.3M	Buy	385,706 +42,774	+12%	+$2.44M	1.18%	16
2023 Q4	$20.1M	Sell	342,932 -25,172	-7%	-$1.33M	1.16%	19
2023 Q3	$18.5M	Buy	368,104 +4,584	+1%	+$251K	1.26%	17
2023 Q2	$20.2M	Buy	363,520 +17,396	+5%	+$947K	1.4%	16
2023 Q1	$19.2M	Buy	346,124 +29,189	+9%	+$1.66M	1.45%	17
2022 Q4	$17.4M	Sell	316,935 -15,338	-5%	-$839K	1.47%	18
2022 Q3	$17.8M	Sell	332,273 -8,500	-2%	-$528K	1.66%	17
2022 Q2	$20.7M	Buy	340,773 +5,200	+2%	+$342K	1.81%	16
2022 Q1	$23.8M	Buy	335,573 +1,969	+0.6%	+$136K	1.82%	17
2021 Q4	$25.4M	Buy	333,604 +15,249	+5%	+$1.08M	1.97%	16
2021 Q3	$20.8M	Buy	318,355 +22,768	+8%	+$1.56M	1.82%	17
2021 Q2	$19.3M	Buy	295,587 +48,329	+20%	+$3.04M	1.7%	17
2021 Q1	$14.3M	Buy	247,258 +81,625	+49%	+$4.5M	1.3%	17
2020 Q4	$8.92M	Buy	+165,633	New	+$8.77M	0.95%	19

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

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

Connecticut Wealth Management reduced its iShares Select U.S. REIT ETF (ICF) stake by 12% in Q2 2026, selling an estimated $2.56M and leaving 270,820 shares worth $18.3M. The position accounts for 0.68% of the portfolio, ranked #24.

Connecticut Wealth Management first reported a position in ICF in Q4 2020 and has held it in 23 quarters since. The position peaked at $29.6M in Q1 2025. 371 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

Connecticut Wealth Management held 270,820 shares of iShares Select U.S. REIT ETF worth $18.3M as of Q2 2026.
Connecticut Wealth Management sold 38,076 iShares Select U.S. REIT ETF shares in Q2 2026, an estimated $2.56M.
iShares Select U.S. REIT ETF made up 0.68% of Connecticut Wealth Management's portfolio in Q2 2026, its #24 holding.
Connecticut Wealth Management first reported a position in iShares Select U.S. REIT ETF in Q4 2020 and has held it in 23 quarters since.
Connecticut Wealth Management's iShares Select U.S. REIT ETF position peaked at $29.6M in Q1 2025.
371 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.