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 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 $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

Connecticut Wealth Management's ICF Position: Q1 2026 in Review

Connecticut Wealth Management reduced its iShares Select U.S. REIT ETF (ICF) stake by 22% in Q1 2026, selling an estimated $5.44M and leaving 308,896 shares worth $19.1M. The position accounts for 0.8% of the portfolio, ranked #24.

Connecticut Wealth Management first reported a position in ICF in Q4 2020 and has held it in 22 quarters since. The position peaked at $29.6M in Q1 2025. 359 funds tracked by Wall St. Rank hold ICF as of Q1 2026.

Connecticut Wealth Management held 308,896 shares of iShares Select U.S. REIT ETF worth $19.1M as of Q1 2026.
Connecticut Wealth Management sold 86,847 iShares Select U.S. REIT ETF shares in Q1 2026, an estimated $5.44M.
iShares Select U.S. REIT ETF made up 0.8% of Connecticut Wealth Management's portfolio in Q1 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 22 quarters since.
Connecticut Wealth Management's iShares Select U.S. REIT ETF position peaked at $29.6M in Q1 2025.
359 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q1 2026.

Based on Connecticut Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.