CX Institutional’s iShares Select U.S. REIT ETF ICF Stock Holding History

CX Institutional’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 Q3	$50K	Buy	796 +51	+7%	+$3.45K	﹤0.01%	1017
2026 Q2	$50K	Sell	745 -738	-50%	-$49.6K	﹤0.01%	984
2026 Q1	$92K	Buy	1,483 +356	+32%	+$22.3K	﹤0.01%	867
2025 Q4	$67K	Buy	1,127 +694	+160%	+$42.1K	﹤0.01%	922
2025 Q3	$27K	Sell	433 -285	-40%	-$17.4K	﹤0.01%	1049
2025 Q2	$44K	Buy	718 +562	+360%	+$34.1K	﹤0.01%	874
2025 Q1	$10K	Buy	+156	New	+$9.5K	﹤0.01%	1014
2022 Q3	–	Sell	-122	Closed	-$7K	–	775
2022 Q2	$7K	Buy	+122	New	+$8.02K	﹤0.01%	995
2019 Q2	–	Sell	-1,408	Closed	-$78K	–	969
2019 Q1	$78K	Buy	+1,408	New	+$74.1K	0.01%	295

Other funds holding ICF

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

IFG Advisors St. Louis, Missouri $730M AUM 19.37% 1-Year Est. Return

Brewster Financial Planning Brooklyn, New York $181M AUM 7.92% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

IFS

Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Frank Rimerman Advisors Palo Alto, California $1.81B AUM 32.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PW Nova Financial Services Newtown, Pennsylvania $491M AUM 22.36% 1-Year Est. Return

JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return

CX Institutional's ICF Position: Q3 2026 in Review

CX Institutional increased its iShares Select U.S. REIT ETF (ICF) stake by 6.8% in Q3 2026, buying an estimated $3.45K and bringing the position to 796 shares worth $50K. The position accounts for ﹤0.01% of the portfolio, ranked #1017.

CX Institutional first reported a position in ICF in Q1 2019 and has held it in 9 quarters since. The position peaked at $92K in Q1 2026. 82 funds tracked by Wall St. Rank hold ICF as of Q3 2026.

CX Institutional held 796 shares of iShares Select U.S. REIT ETF worth $50K as of Q3 2026.
CX Institutional bought 51 iShares Select U.S. REIT ETF shares in Q3 2026, an estimated $3.45K.
iShares Select U.S. REIT ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1017 holding.
CX Institutional first reported a position in iShares Select U.S. REIT ETF in Q1 2019 and has held it in 9 quarters since.
CX Institutional's iShares Select U.S. REIT ETF position peaked at $92K in Q1 2026.
82 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.