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Foundations Investment Advisors’s iShares Select U.S. REIT ETF ICF Stock Holding History

Foundations Investment 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
Q1 		$43.4M Buy
700,801
+74,418
+12% +$4.66M 0.54% 51
2025
Q4 		$37.4M Buy
626,383
+59,134
+10% +$3.59M 0.49% 57
2025
Q3 		$35M Buy
567,249
+29,219
+5% +$1.79M 0.51% 51
2025
Q2 		$32.9M Buy
538,030
+71,272
+15% +$4.32M 0.52% 53
2025
Q1 		$28.7M Buy
466,758
+25,080
+6% +$1.53M 0.53% 45
2024
Q4 		$26.6M Buy
441,678
+54,693
+14% +$3.49M 0.51% 49
2024
Q3 		$25.5M Sell
386,985
-5,192
-1% -$324K 0.54% 45
2024
Q2 		$22.5M Buy
392,177
+43,586
+13% +$2.42M 0.55% 44
2024
Q1 		$20.1M Buy
348,591
+31,226
+10% +$1.78M 0.53% 41
2023
Q4 		$18.1M Buy
317,365
+59,136
+23% +$3.13M 0.49% 47
2023
Q3 		$13M Buy
258,229
+43,803
+20% +$2.39M 0.4% 52
2023
Q2 		$11.9M Buy
214,426
+39,697
+23% +$2.16M 0.39% 45
2023
Q1 		$9.7M Buy
174,729
+26,230
+18% +$1.49M 0.35% 47
2022
Q4 		$8.14M Buy
148,499
+19,521
+15% +$1.07M 0.32% 50
2022
Q3 		$6.92M Buy
128,978
+14,674
+13% +$912K 0.3% 46
2022
Q2 		$7.04M Buy
114,304
+28,157
+33% +$1.85M 0.29% 41
2022
Q1 		$6.2M Buy
86,147
+6,306
+8% +$434K 0.24% 39
2021
Q4 		$5.75M Sell
79,841
-1,013
-1% -$71.6K 0.22% 35
2021
Q3 		$5.3M Buy
80,854
+6,530
+9% +$447K 0.23% 37
2021
Q2 		$5.04M Buy
74,324
+20,532
+38% +$1.29M 0.24% 43
2021
Q1 		$3.19M Buy
53,792
+24,805
+86% +$1.37M 0.18% 45
2020
Q4 		$1.52M Buy
28,987
+9,437
+48% +$499K 0.1% 60
2020
Q3 		$1.03M Buy
19,550
+8,894
+83% +$460K 0.23% 68
2020
Q2 		$552K Buy
+10,656
New +$525K 0.05% 99

Other funds holding ICF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Foundations Investment Advisors's ICF Position: Q1 2026 in Review

Foundations Investment Advisors increased its iShares Select U.S. REIT ETF (ICF) stake by 12% in Q1 2026, buying an estimated $4.66M and bringing the position to 700,801 shares worth $43.4M. The position accounts for 0.54% of the portfolio, ranked #51.

Foundations Investment Advisors first reported a position in ICF in Q2 2020 and has held it in 24 quarters since. 358 funds tracked by Wall St. Rank hold ICF as of Q1 2026.

  • Foundations Investment Advisors held 700,801 shares of iShares Select U.S. REIT ETF worth $43.4M as of Q1 2026.
  • Foundations Investment Advisors bought 74,418 iShares Select U.S. REIT ETF shares in Q1 2026, an estimated $4.66M.
  • iShares Select U.S. REIT ETF made up 0.54% of Foundations Investment Advisors's portfolio in Q1 2026, its #51 holding.
  • Foundations Investment Advisors first reported a position in iShares Select U.S. REIT ETF in Q2 2020 and has held it in 24 quarters since.
  • 358 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.