CVA Family Office’s iShares Select U.S. REIT ETF ICF Stock Holding History

CVA Family Office’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	$91.8K	Buy	1,357 +2	+0.1%	+$134	0.01%	491
2026 Q1	$83.9K	Buy	1,355 +1	+0.1%	+$63	0.01%	490
2025 Q4	$80.8K	Buy	1,354 +4	+0.3%	+$243	0.01%	463
2025 Q3	$83.2K	Buy	1,350 +2	+0.1%	+$122	0.01%	453
2025 Q2	$82.4K	Buy	1,348 +2	+0.1%	+$121	0.01%	443
2025 Q1	$82.8K	Buy	1,346 +2	+0.1%	+$122	0.01%	426
2024 Q4	$81K	Buy	1,344 +3	+0.2%	+$191	0.01%	426
2024 Q3	$88.4K	Buy	1,341 +3	+0.2%	+$187	0.01%	398
2024 Q2	$76.7K	Buy	1,338 +1	+0.1%	+$55	0.01%	403
2024 Q1	$77.1K	Buy	1,337 +2	+0.1%	+$114	0.01%	404
2023 Q4	$78.4K	Buy	+1,335	New	+$70.6K	0.02%	373
2023 Q3	–	Sell	-1,328	Closed	-$73.8K	–	562
2023 Q2	$73.8K	Buy	1,328 +1	+0.1%	+$54	0.02%	360
2023 Q1	$73.7K	Buy	1,327 +2	+0.2%	+$114	0.02%	363
2022 Q4	$72.7K	Buy	1,325 +6	+0.5%	+$328	0.02%	334
2022 Q3	$71K	Hold	1,319	–	–	0.02%	295
2022 Q2	$80K	Buy	1,319 +1	+0.1%	+$66	0.02%	277
2022 Q1	$94K	Buy	1,318 +1	+0.1%	+$69	0.02%	271
2021 Q4	$100K	Buy	1,317 +162	+14%	+$11.4K	0.02%	251
2021 Q3	$118K	Sell	1,155 -159	-12%	-$10.9K	0.09%	112
2021 Q2	$86K	Buy	1,314 +3	+0.2%	+$189	0.02%	263
2021 Q1	$76K	Sell	1,311 -1,000	-43%	-$55.1K	0.03%	218
2020 Q4	$125K	Buy	2,311 +1	+0%	+$53	0.08%	114
2020 Q3	$118K	Sell	2,310 -398	-15%	-$20.6K	0.09%	112
2020 Q2	$137K	Buy	2,708 +4	+0.1%	+$197	0.11%	97
2020 Q1	$124K	Buy	+2,704	New	+$151K	0.13%	93

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

CVA Family Office's ICF Position: Q2 2026 in Review

CVA Family Office increased its iShares Select U.S. REIT ETF (ICF) stake by 0.15% in Q2 2026, buying an estimated $134 and bringing the position to 1,357 shares worth $91.8K. The position accounts for 0.01% of the portfolio, ranked #491.

CVA Family Office first reported a position in ICF in Q1 2020 and has held it in 25 quarters since. The position peaked at $137K in Q2 2020. 372 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

CVA Family Office held 1,357 shares of iShares Select U.S. REIT ETF worth $91.8K as of Q2 2026.
CVA Family Office bought 2 iShares Select U.S. REIT ETF shares in Q2 2026, an estimated $134.
iShares Select U.S. REIT ETF made up 0.01% of CVA Family Office's portfolio in Q2 2026, its #491 holding.
CVA Family Office first reported a position in iShares Select U.S. REIT ETF in Q1 2020 and has held it in 25 quarters since.
CVA Family Office's iShares Select U.S. REIT ETF position peaked at $137K in Q2 2020.
372 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.