Courage Miller Partners’s iShares Select U.S. REIT ETF ICF Stock Holding History

Courage Miller Partners’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	$299K	Sell	4,421 -16	-0.4%	-$1.07K	0.08%	79
2026 Q1	$275K	Hold	4,437	–	–	0.08%	84
2025 Q4	$265K	Sell	4,437 -2	-0%	-$121	0.08%	78
2025 Q3	$274K	Sell	4,439 -1	-0%	-$61	0.08%	75
2025 Q2	$272K	Hold	4,440	–	–	0.09%	77
2025 Q1	$273K	Hold	4,440	–	–	0.09%	73
2024 Q4	$268K	Sell	4,440 -2	-0%	-$128	0.09%	73
2024 Q3	$293K	Sell	4,442 -48	-1%	-$3K	0.1%	71
2024 Q2	$257K	Sell	4,490 -486	-10%	-$26.9K	0.09%	73
2024 Q1	$287K	Hold	4,976	–	–	0.1%	76
2023 Q4	$292K	Sell	4,976 -827	-14%	-$43.7K	0.11%	69
2023 Q3	$291K	Hold	5,803	–	–	0.12%	66
2023 Q2	$322K	Hold	5,803	–	–	0.13%	65
2023 Q1	$322K	Sell	5,803 -270	-4%	-$15.4K	0.14%	66
2022 Q4	$333K	Sell	6,073 -486	-7%	-$26.6K	0.15%	61
2022 Q3	$352K	Hold	6,559	–	–	0.18%	59
2022 Q2	$399K	Sell	6,559 -766	-10%	-$50.3K	0.19%	57
2022 Q1	$520K	Hold	7,325	–	–	0.21%	56
2021 Q4	$557K	Sell	7,325 -68	-0.9%	-$4.81K	0.21%	59
2021 Q3	$484K	Sell	7,393 -4,922	-40%	-$337K	0.19%	61
2021 Q2	$805K	Sell	12,315 -110	-0.9%	-$6.91K	0.33%	46
2021 Q1	$718K	Sell	12,425 -401	-3%	-$22.1K	0.31%	50
2020 Q4	$691K	Sell	12,826 -410	-3%	-$21.7K	0.32%	49
2020 Q3	$668K	Hold	13,236	–	–	0.36%	44
2020 Q2	$667K	Sell	13,236 -352	-3%	-$17.3K	0.36%	44
2020 Q1	$622K	Sell	13,588 -3,894	-22%	-$218K	0.38%	42
2019 Q4	$1.02M	Sell	17,482 -172	-1%	-$10.1K	0.53%	37
2019 Q3	$1.06M	Sell	17,654 -4,366	-20%	-$255K	0.58%	34
2019 Q2	$1.24M	Sell	22,020 -1,150	-5%	-$64.6K	0.68%	33
2019 Q1	$1.29M	Sell	23,170 -254	-1%	-$13.4K	0.73%	35
2018 Q4	$1.12M	Sell	23,424 -144	-0.6%	-$7.18K	0.66%	35
2018 Q3	$1.18M	Sell	23,568 -1,412	-6%	-$71.6K	0.68%	39
2018 Q2	$1.25M	Sell	24,980 -328	-1%	-$15.6K	0.74%	37
2018 Q1	$1.18M	Sell	25,308 -18	-0.1%	-$844	0.72%	36
2017 Q4	$1.28M	Sell	25,326 -3,540	-12%	-$180K	0.78%	35
2017 Q3	$1.45M	Sell	28,866 -292	-1%	-$14.8K	0.91%	33
2017 Q2	$1.47M	Sell	29,158 -672	-2%	-$33.9K	0.97%	31
2017 Q1	$1.49M	Sell	29,830 -682	-2%	-$34.1K	1.03%	30
2016 Q4	$1.52M	Sell	30,512 -592	-2%	-$29.1K	1.06%	30
2016 Q3	$1.63M	Sell	31,104 -344	-1%	-$18.6K	1.13%	29
2016 Q2	$1.7M	Sell	31,448 -11,872	-27%	-$610K	1.22%	28
2016 Q1	$2.23M	Sell	43,320 -4,356	-9%	-$210K	1.56%	24
2015 Q4	$2.37M	Buy	47,676 +1,434	+3%	+$69.7K	1.63%	24
2015 Q3	$2.14M	Sell	46,242 -488	-1%	-$22.7K	1.6%	26
2015 Q2	$2.09M	Sell	46,730 -422	-0.9%	-$20.2K	1.56%	26
2015 Q1	$2.38M	Sell	47,152 -4,680	-9%	-$239K	1.78%	25
2014 Q4	$2.51M	Sell	51,832 -1,224	-2%	-$57.1K	2.08%	21
2014 Q3	$2.24M	Buy	53,056 +740	+1%	+$32.7K	1.74%	26
2014 Q2	$2.28M	Sell	52,316 -1,036	-2%	-$44.6K	1.67%	27
2014 Q1	$2.19M	Sell	53,352 -398	-0.7%	-$15.8K	1.72%	25
2013 Q4	$2.01M	Sell	53,750 -4,458	-8%	-$172K	1.7%	25
2013 Q3	$2.24M	Sell	58,208 -478	-0.8%	-$19K	1.84%	23
2013 Q2	$2.37M	Buy	+58,686	New	+$2.5M	2.15%	20

Other funds holding ICF

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

IFG Advisors St. Louis, Missouri $725M AUM 27.52% 1-Year Est. Return

BFP

Brewster Financial Planning Brooklyn, New York $182M AUM 15.59% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WHCFA

William Howard & Co Financial Advisors Memphis, Tennessee $129M AUM 18.64% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

IWP

Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return

Courage Miller Partners's ICF Position: Q2 2026 in Review

Courage Miller Partners reduced its iShares Select U.S. REIT ETF (ICF) stake by 0.36% in Q2 2026, selling an estimated $1.07K and leaving 4,421 shares worth $299K. The position accounts for 0.08% of the portfolio, ranked #79.

Courage Miller Partners first reported a position in ICF in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.51M in Q4 2014. 141 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

Courage Miller Partners held 4,421 shares of iShares Select U.S. REIT ETF worth $299K as of Q2 2026.
Courage Miller Partners sold 16 iShares Select U.S. REIT ETF shares in Q2 2026, an estimated $1.07K.
iShares Select U.S. REIT ETF made up 0.08% of Courage Miller Partners's portfolio in Q2 2026, its #79 holding.
Courage Miller Partners first reported a position in iShares Select U.S. REIT ETF in Q2 2013 and has held it in 53 quarters since.
Courage Miller Partners's iShares Select U.S. REIT ETF position peaked at $2.51M in Q4 2014.
141 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on Courage Miller Partners's 13F filing for Q2 2026, filed 23 Jul 2026.