HBW Advisory Services’s iShares Select U.S. REIT ETF ICF Stock Holding History

HBW Advisory Services’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
2025 Q3	–	Sell	-429	Closed	-$26.2K	–	431
2025 Q2	$26.2K	Buy	+429	New	+$26K	﹤0.01%	397
2023 Q1	–	Sell	-2,699	Closed	-$148K	–	277
2022 Q4	$148K	Sell	2,699 -64	-2%	-$3.5K	0.04%	250
2022 Q3	$148K	Sell	2,763 -567	-17%	-$35.2K	0.04%	215
2022 Q2	$202K	Buy	+3,330	New	+$219K	0.05%	210
2022 Q1	–	Sell	-3,549	Closed	-$270K	–	246
2021 Q4	$270K	Buy	3,549 +15	+0.4%	+$1.06K	0.06%	221
2021 Q3	$231K	Buy	3,534 +11	+0.3%	+$753	0.06%	224
2021 Q2	$230K	Buy	+3,523	New	+$221K	0.06%	219
2021 Q1	–	Sell	-674	Closed	-$36K	–	253
2020 Q4	$36K	Buy	+674	New	+$35.7K	0.01%	219

Other funds holding ICF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HBW Advisory Services's ICF Position: Q3 2025 in Review

HBW Advisory Services sold out of iShares Select U.S. REIT ETF (ICF) in Q3 2025, closing a stake of 429 shares — an estimated $26.2K sold.

HBW Advisory Services first reported a position in ICF in Q4 2020 and held it in 8 quarters. The position peaked at $270K in Q4 2021. 338 funds tracked by Wall St. Rank hold ICF as of Q3 2025.

HBW Advisory Services reported no remaining iShares Select U.S. REIT ETF position as of Q3 2025 after selling out during the quarter.
HBW Advisory Services sold 429 iShares Select U.S. REIT ETF shares in Q3 2025, an estimated $26.2K.
HBW Advisory Services first reported a position in iShares Select U.S. REIT ETF in Q4 2020 and held it in 8 quarters.
HBW Advisory Services's iShares Select U.S. REIT ETF position peaked at $270K in Q4 2021.
338 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q3 2025.

Based on HBW Advisory Services's 13F filing for Q3 2025, filed 16 Oct 2025.