GWM
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Gilpin Wealth Management’s iShares Select U.S. REIT ETF ICF Stock Holding History

Gilpin Wealth Management’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 		$193K Hold
3,070
– – 0.13% 135
2026
Q2 		$208K Sell
3,070
-70
-2% -$4.7K 0.14% 128
2026
Q1 		$194K Hold
3,140
– – 0.15% 119
2025
Q4 		$187K Buy
+3,140
New +$191K 0.15% 119

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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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

Gilpin Wealth Management's ICF Position: Q3 2026 in Review

Gilpin Wealth Management held its iShares Select U.S. REIT ETF (ICF) position steady in Q3 2026 at 3,070 shares worth $193K. The position accounts for 0.13% of the portfolio, ranked #135.

Gilpin Wealth Management first reported a position in ICF in Q4 2025 and has held it in 4 quarters since. The position peaked at $208K in Q2 2026. 20 funds tracked by Wall St. Rank hold ICF as of Q3 2026.

  • Gilpin Wealth Management held 3,070 shares of iShares Select U.S. REIT ETF worth $193K as of Q3 2026.
  • Gilpin Wealth Management left its iShares Select U.S. REIT ETF share count unchanged in Q3 2026.
  • iShares Select U.S. REIT ETF made up 0.13% of Gilpin Wealth Management's portfolio in Q3 2026, its #135 holding.
  • Gilpin Wealth Management first reported a position in iShares Select U.S. REIT ETF in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's iShares Select U.S. REIT ETF position peaked at $208K in Q2 2026.
  • 20 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.