GWN Securities’s iShares Select U.S. REIT ETF ICF Stock Holding History

GWN Securities’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	$424K	Buy	6,275 +579	+10%	+$38.9K	0.07%	328
2026 Q1	$353K	Buy	5,696 +162	+3%	+$10.2K	0.07%	321
2025 Q4	$330K	Buy	5,534 +414	+8%	+$25.1K	0.07%	305
2025 Q3	$316K	Buy	5,120 +201	+4%	+$12.3K	0.07%	277
2025 Q2	$301K	Sell	4,919 -4,035	-45%	-$245K	0.06%	304
2025 Q1	$551K	Buy	+8,954	New	+$548K	0.03%	447

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 29.18% 1-Year Est. Return

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

GWN Securities's ICF Position: Q2 2026 in Review

GWN Securities increased its iShares Select U.S. REIT ETF (ICF) stake by 10% in Q2 2026, buying an estimated $38.9K and bringing the position to 6,275 shares worth $424K. The position accounts for 0.07% of the portfolio, ranked #328.

GWN Securities first reported a position in ICF in Q1 2025 and has held it in 6 quarters since. The position peaked at $551K in Q1 2025. 371 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

GWN Securities held 6,275 shares of iShares Select U.S. REIT ETF worth $424K as of Q2 2026.
GWN Securities bought 579 iShares Select U.S. REIT ETF shares in Q2 2026, an estimated $38.9K.
iShares Select U.S. REIT ETF made up 0.07% of GWN Securities's portfolio in Q2 2026, its #328 holding.
GWN Securities first reported a position in iShares Select U.S. REIT ETF in Q1 2025 and has held it in 6 quarters since.
GWN Securities's iShares Select U.S. REIT ETF position peaked at $551K in Q1 2025.
371 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on GWN Securities's 13F filing for Q2 2026, filed 5 Aug 2026.