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

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

HHM Wealth Advisors's ICF Position: Q2 2026 in Review

HHM Wealth Advisors held its iShares Select U.S. REIT ETF (ICF) position steady in Q2 2026 at 182 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #602.

HHM Wealth Advisors first reported a position in ICF in Q1 2023 and has held it in 11 quarters since. 372 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

HHM Wealth Advisors held 182 shares of iShares Select U.S. REIT ETF worth $12.3K as of Q2 2026.
HHM Wealth 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 HHM Wealth Advisors's portfolio in Q2 2026, its #602 holding.
HHM Wealth Advisors first reported a position in iShares Select U.S. REIT ETF in Q1 2023 and has held it in 11 quarters since.
372 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.