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

HB 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 Q2	$1.09M	Buy	16,092 +544	+3%	+$36.5K	0.01%	709
2026 Q1	$962K	Hold	15,548	–	–	0.01%	680
2025 Q4	$928K	Hold	15,548	–	–	0.01%	654
2025 Q3	$958K	Buy	15,548 +10,525	+210%	+$643K	0.01%	619
2025 Q2	$307K	Sell	5,023 -10,525	-68%	-$638K	﹤0.01%	928
2025 Q1	$957K	Hold	15,548	–	–	0.01%	553
2024 Q4	$937K	Hold	15,548	–	–	0.01%	422
2024 Q3	$1.02M	Hold	15,548	–	–	0.01%	393
2024 Q2	$891K	Hold	15,548	–	–	0.01%	395
2024 Q1	$897K	Hold	15,548	–	–	0.01%	372
2023 Q4	$913K	Sell	15,548 -1	-0%	-$53	0.01%	334
2023 Q3	$780K	Hold	15,549	–	–	0.01%	338
2023 Q2	$864K	Hold	15,549	–	–	0.01%	310
2023 Q1	$864K	Hold	15,549	–	–	0.02%	306
2022 Q4	$853K	Sell	15,549 -2,481	-14%	-$136K	0.02%	305
2022 Q3	$967K	Buy	18,030 +10,000	+125%	+$622K	0.02%	260
2022 Q2	$488K	Hold	8,030	–	–	0.01%	346
2022 Q1	$570K	Buy	8,030 +3,390	+73%	+$233K	0.01%	328
2021 Q4	$353K	Buy	+4,640	New	+$328K	0.01%	360

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

HB Wealth Management's ICF Position: Q2 2026 in Review

HB Wealth Management increased its iShares Select U.S. REIT ETF (ICF) stake by 3.5% in Q2 2026, buying an estimated $36.5K and bringing the position to 16,092 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #709.

HB Wealth Management first reported a position in ICF in Q4 2021 and has held it in 19 quarters since. 372 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

HB Wealth Management held 16,092 shares of iShares Select U.S. REIT ETF worth $1.09M as of Q2 2026.
HB Wealth Management bought 544 iShares Select U.S. REIT ETF shares in Q2 2026, an estimated $36.5K.
iShares Select U.S. REIT ETF made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #709 holding.
HB Wealth Management first reported a position in iShares Select U.S. REIT ETF in Q4 2021 and has held it in 19 quarters since.
372 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.