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

Hamilton Point 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 Q2	$14.9K	Hold	220	–	–	﹤0.01%	185
2026 Q1	$13.6K	Hold	220	–	–	﹤0.01%	177
2025 Q4	$13.1K	Hold	220	–	–	﹤0.01%	178
2025 Q3	$13.6K	Hold	220	–	–	﹤0.01%	154
2025 Q2	$13.5K	Hold	220	–	–	﹤0.01%	153
2025 Q1	$13.5K	Hold	220	–	–	﹤0.01%	148
2024 Q4	$13.3K	Hold	220	–	–	﹤0.01%	144
2024 Q3	$14.5K	Hold	220	–	–	﹤0.01%	152
2024 Q2	$12.6K	Hold	220	–	–	﹤0.01%	139
2024 Q1	$12.7K	Hold	220	–	–	﹤0.01%	143
2023 Q4	$12.9K	Hold	220	–	–	﹤0.01%	146
2023 Q3	$11.2K	Hold	220	–	–	﹤0.01%	134
2023 Q2	$12.2K	Hold	220	–	–	﹤0.01%	142
2023 Q1	$12.2K	Buy	+220	New	+$12.5K	﹤0.01%	141

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

Hamilton Point Investment Advisors's ICF Position: Q2 2026 in Review

Hamilton Point Investment Advisors held its iShares Select U.S. REIT ETF (ICF) position steady in Q2 2026 at 220 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #185.

Hamilton Point Investment Advisors first reported a position in ICF in Q1 2023 and has held it in 14 quarters since. 372 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

Hamilton Point Investment Advisors held 220 shares of iShares Select U.S. REIT ETF worth $14.9K as of Q2 2026.
Hamilton Point Investment Advisors left its iShares Select U.S. REIT ETF share count unchanged in Q2 2026.
iShares Select U.S. REIT ETF made up ﹤0.01% of Hamilton Point Investment Advisors's portfolio in Q2 2026, its #185 holding.
Hamilton Point Investment Advisors first reported a position in iShares Select U.S. REIT ETF in Q1 2023 and has held it in 14 quarters since.
372 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on Hamilton Point Investment Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.