Fairway Wealth’s iShares Select U.S. REIT ETF ICF Stock Holding History

Fairway Wealth’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	$601K	Buy	8,884 +129	+1%	+$8.67K	0.14%	47
2026 Q1	$542K	Buy	8,755 +6	+0.1%	+$376	0.14%	49
2025 Q4	$522K	Sell	8,749 -38	-0.4%	-$2.31K	0.14%	47
2025 Q3	$541K	Sell	8,787 -12	-0.1%	-$733	0.15%	42
2025 Q2	$538K	Buy	8,799 +2,656	+43%	+$161K	0.17%	39
2025 Q1	$378K	Buy	6,143 +69	+1%	+$4.22K	0.14%	43
2024 Q4	$366K	Sell	6,074 -1,359	-18%	-$86.7K	0.16%	43
2024 Q3	$490K	Sell	7,433 -364	-5%	-$22.7K	0.25%	34
2024 Q2	$447K	Buy	7,797 +24	+0.3%	+$1.33K	0.26%	33
2024 Q1	$448K	Buy	7,773 +24	+0.3%	+$1.37K	0.3%	34
2023 Q4	$455K	Buy	+7,749	New	+$410K	0.35%	32

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 29.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Fairway Wealth's ICF Position: Q2 2026 in Review

Fairway Wealth increased its iShares Select U.S. REIT ETF (ICF) stake by 1.5% in Q2 2026, buying an estimated $8.67K and bringing the position to 8,884 shares worth $601K. The position accounts for 0.14% of the portfolio, ranked #47.

Fairway Wealth first reported a position in ICF in Q4 2023 and has held it in 11 quarters since. 369 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

Fairway Wealth held 8,884 shares of iShares Select U.S. REIT ETF worth $601K as of Q2 2026.
Fairway Wealth bought 129 iShares Select U.S. REIT ETF shares in Q2 2026, an estimated $8.67K.
iShares Select U.S. REIT ETF made up 0.14% of Fairway Wealth's portfolio in Q2 2026, its #47 holding.
Fairway Wealth first reported a position in iShares Select U.S. REIT ETF in Q4 2023 and has held it in 11 quarters since.
369 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on Fairway Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.