High Net Worth Advisory Group’s iShares Select U.S. REIT ETF ICF Stock Holding History

High Net Worth Advisory Group’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 Q3	$239K	Hold	3,800	–	–	0.05%	231
2026 Q2	$257K	Hold	3,800	–	–	0.05%	220
2026 Q1	$235K	Hold	3,800	–	–	0.05%	216
2025 Q4	$227K	Hold	3,800	–	–	0.05%	219
2025 Q3	$234K	Hold	3,800	–	–	0.06%	210
2025 Q2	$232K	Hold	3,800	–	–	0.06%	209
2025 Q1	$234K	Hold	3,800	–	–	0.07%	193
2024 Q4	$229K	Hold	3,800	–	–	0.06%	201
2024 Q3	$250K	Hold	3,800	–	–	0.07%	195
2024 Q2	$218K	Hold	3,800	–	–	0.07%	195
2024 Q1	$219K	Hold	3,800	–	–	0.07%	196
2023 Q4	$223K	Buy	+3,800	New	+$201K	0.08%	180
2023 Q3	–	Sell	-3,800	Closed	-$211K	–	196
2023 Q2	$211K	Hold	3,800	–	–	0.08%	187
2023 Q1	$211K	Hold	3,800	–	–	0.09%	180
2022 Q4	$208K	Hold	3,800	–	–	0.08%	181
2022 Q3	$204K	Buy	3,800 +1,000	+36%	+$62.2K	0.09%	181
2022 Q2	$170K	Hold	2,800	–	–	0.07%	201
2022 Q1	$199K	Hold	2,800	–	–	0.07%	186
2021 Q4	$213K	Buy	+2,800	New	+$198K	0.07%	186

Other funds holding ICF

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

IFG Advisors St. Louis, Missouri $730M AUM 19.37% 1-Year Est. Return

Brewster Financial Planning Brooklyn, New York $181M AUM 7.92% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

IFS

Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return

Garde Capital Seattle, Washington $1.8B AUM 11.9% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Mine & Arao Wealth Creation & Management Campbell, California $280M AUM 20.45% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

High Net Worth Advisory Group's ICF Position: Q3 2026 in Review

High Net Worth Advisory Group held its iShares Select U.S. REIT ETF (ICF) position steady in Q3 2026 at 3,800 shares worth $239K. The position accounts for 0.05% of the portfolio, ranked #231.

High Net Worth Advisory Group first reported a position in ICF in Q4 2021 and has held it in 19 quarters since. The position peaked at $257K in Q2 2026. 125 funds tracked by Wall St. Rank hold ICF as of Q3 2026.

High Net Worth Advisory Group held 3,800 shares of iShares Select U.S. REIT ETF worth $239K as of Q3 2026.
High Net Worth Advisory Group left its iShares Select U.S. REIT ETF share count unchanged in Q3 2026.
iShares Select U.S. REIT ETF made up 0.05% of High Net Worth Advisory Group's portfolio in Q3 2026, its #231 holding.
High Net Worth Advisory Group first reported a position in iShares Select U.S. REIT ETF in Q4 2021 and has held it in 19 quarters since.
High Net Worth Advisory Group's iShares Select U.S. REIT ETF position peaked at $257K in Q2 2026.
125 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q3 2026.

Based on High Net Worth Advisory Group's 13F filing for Q3 2026, filed 26 Oct 2026.