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Farther Finance Advisors’s iShares Select U.S. REIT ETF ICF Stock Holding History

Farther Finance Advisors’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 		$883K Sell
14,045
-367
-3% -$24.8K 0.01% 1207
2026
Q2 		$975K Buy
14,412
+89
+0.6% +$5.98K 0.01% 1119
2026
Q1 		$891K Sell
14,323
-694
-5% -$43.5K 0.01% 1042
2025
Q4 		$896K Buy
15,017
+14,176
+1,686% +$861K 0.01% 949
2025
Q3 		$51.8K Hold
841
– – ﹤0.01% 2418
2025
Q2 		$51.4K Hold
841
– – ﹤0.01% 2121
2025
Q1 		$51.9K Hold
841
– – ﹤0.01% 1873
2024
Q4 		$50.7K Sell
841
-100
-11% -$6.38K ﹤0.01% 1657
2024
Q3 		$62K Buy
941
+841
+841% +$52.5K ﹤0.01% 1533
2024
Q2 		$5.68K Hold
100
– – ﹤0.01% 2343
2024
Q1 		$5.67K Hold
100
– – ﹤0.01% 2008
2023
Q4 		$5.87K Buy
+100
New +$5.29K ﹤0.01% 1881

Other funds holding ICF

JA
JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
ACA
Adirondack Capital Advisors Syracuse, New York $194M AUM 14.02% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Farther Finance Advisors's ICF Position: Q3 2026 in Review

Farther Finance Advisors reduced its iShares Select U.S. REIT ETF (ICF) stake by 2.5% in Q3 2026, selling an estimated $24.8K and leaving 14,045 shares worth $883K. The position accounts for 0.01% of the portfolio, ranked #1207.

Farther Finance Advisors first reported a position in ICF in Q4 2023 and has held it in 12 quarters since. The position peaked at $975K in Q2 2026. 20 funds tracked by Wall St. Rank hold ICF as of Q3 2026.

  • Farther Finance Advisors held 14,045 shares of iShares Select U.S. REIT ETF worth $883K as of Q3 2026.
  • Farther Finance Advisors sold 367 iShares Select U.S. REIT ETF shares in Q3 2026, an estimated $24.8K.
  • iShares Select U.S. REIT ETF made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1207 holding.
  • Farther Finance Advisors first reported a position in iShares Select U.S. REIT ETF in Q4 2023 and has held it in 12 quarters since.
  • Farther Finance Advisors's iShares Select U.S. REIT ETF position peaked at $975K in Q2 2026.
  • 20 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.