Guardian Wealth Advisors (North Carolina)’s iShares Select U.S. REIT ETF ICF Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	–	Sell	-696	Closed	-$43.1K	–	464
2026 Q1	$43.1K	Buy	+696	New	+$43.6K	﹤0.01%	447
2025 Q3	–	Sell	-718	Closed	-$43.9K	–	434
2025 Q2	$43.9K	Sell	718 -140	-16%	-$8.48K	﹤0.01%	409
2025 Q1	$52.8K	Hold	858	–	–	﹤0.01%	377
2024 Q4	$51.7K	Hold	858	–	–	﹤0.01%	364
2024 Q3	$56.6K	Sell	858 -61	-7%	-$3.81K	0.01%	306
2024 Q2	$52.7K	Hold	919	–	–	0.01%	299
2024 Q1	$53K	Sell	919 -33	-3%	-$1.88K	0.01%	315
2023 Q4	$55.9K	Sell	952 -81	-8%	-$4.28K	0.01%	294
2023 Q3	$52.4K	Buy	1,033 +62	+6%	+$3.39K	0.01%	288
2023 Q2	$54K	Buy	971 +26	+3%	+$1.42K	0.01%	275
2023 Q1	$52.5K	Sell	945 -80	-8%	-$4.55K	0.01%	265
2022 Q4	$56.2K	Buy	+1,025	New	+$56K	0.01%	250
2022 Q1	–	Sell	-491	Closed	-$37K	–	261
2021 Q4	$37K	Buy	+491	New	+$34.7K	0.02%	183

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

Guardian Wealth Advisors (North Carolina)'s ICF Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of iShares Select U.S. REIT ETF (ICF) in Q2 2026, closing a stake of 696 shares — an estimated $43.1K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in ICF in Q4 2021 and held it in 13 quarters. The position peaked at $56.6K in Q3 2024. 369 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining iShares Select U.S. REIT ETF position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 696 iShares Select U.S. REIT ETF shares in Q2 2026, an estimated $43.1K.
Guardian Wealth Advisors (North Carolina) first reported a position in iShares Select U.S. REIT ETF in Q4 2021 and held it in 13 quarters.
Guardian Wealth Advisors (North Carolina)'s iShares Select U.S. REIT ETF position peaked at $56.6K in Q3 2024.
369 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.