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 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	+$9.54K	﹤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

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

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

Innova Wealth Partners Newtown, Pennsylvania $242M AUM 24.7% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

JVL Associates Wyoming, Michigan $352M AUM 27.55% 1-Year Est. Return

McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM