HHM Wealth Advisors’s iShares Select U.S. REIT ETF ICF Stock Holding History

HHM Wealth 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	$12.3K	Hold	182	–	–	﹤0.01%	602
2026 Q1	$11.3K	Hold	182	–	–	﹤0.01%	622
2025 Q4	$10.9K	Hold	182	–	–	﹤0.01%	604
2025 Q3	$11.2K	Hold	182	–	–	﹤0.01%	620
2025 Q2	$11.1K	Hold	182	–	–	﹤0.01%	593
2025 Q1	$11.2K	Hold	182	–	–	﹤0.01%	574
2024 Q4	$11K	Buy	182 +80	+78%	+$5.1K	﹤0.01%	581
2024 Q3	$6.72K	Hold	102	–	–	﹤0.01%	625
2024 Q2	$5.84K	Hold	102	–	–	﹤0.01%	619
2024 Q1	$5.89K	Buy	+102	New	+$5.82K	﹤0.01%	606
2023 Q2	–	Sell	-26	Closed	-$1.45K	–	828
2023 Q1	$1.45K	Buy	+26	New	+$1.48K	﹤0.01%	752

Other funds holding ICF

Brewster Financial Planning Brooklyn, New York $182M AUM 15.59% 1-Year Est. Return

William Howard & Co Financial Advisors Memphis, Tennessee $129M AUM 18.64% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

JVL Associates Wyoming, Michigan $352M AUM 27.55% 1-Year Est. Return

McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return