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

Horizons 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 Q1	$747K	Sell	12,066 -1,895	-14%	-$119K	0.49%	31
2025 Q4	$833K	Sell	13,961 -445	-3%	-$27K	0.55%	29
2025 Q3	$888K	Sell	14,406 -305	-2%	-$18.6K	0.6%	29
2025 Q2	$900K	Buy	14,711 +601	+4%	+$36.4K	0.64%	29
2025 Q1	$868K	Sell	14,110 -71	-0.5%	-$4.34K	0.65%	30
2024 Q4	$855K	Sell	14,181 -771	-5%	-$49.2K	0.65%	31
2024 Q3	$985K	Sell	14,952 -348	-2%	-$21.7K	0.76%	25
2024 Q2	$921K	Sell	15,300 -15	-0.1%	-$832	0.73%	26
2024 Q1	$899K	Hold	15,315	–	–	0.59%	27
2023 Q4	$899K	Sell	15,315 -4,192	-21%	-$222K	0.59%	27
2023 Q3	$978K	Buy	19,507 +3,343	+21%	+$183K	0.71%	23
2023 Q2	$898K	Sell	16,164 -322	-2%	-$17.5K	0.64%	24
2023 Q1	$916K	Sell	16,486 -1,406	-8%	-$80K	0.67%	23
2022 Q4	$981K	Buy	17,892 +5,833	+48%	+$319K	0.78%	23
2022 Q3	$647K	Hold	12,059	–	–	0.6%	23
2022 Q2	$804K	Buy	+12,059	New	+$793K	0.66%	21

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Horizons Wealth Management's ICF Position: Q1 2026 in Review

Horizons Wealth Management reduced its iShares Select U.S. REIT ETF (ICF) stake by 14% in Q1 2026, selling an estimated $119K and leaving 12,066 shares worth $747K. The position accounts for 0.49% of the portfolio, ranked #31.

Horizons Wealth Management first reported a position in ICF in Q2 2022 and has held it in 16 quarters since. The position peaked at $985K in Q3 2024. 360 funds tracked by Wall St. Rank hold ICF as of Q1 2026.

Horizons Wealth Management held 12,066 shares of iShares Select U.S. REIT ETF worth $747K as of Q1 2026.
Horizons Wealth Management sold 1,895 iShares Select U.S. REIT ETF shares in Q1 2026, an estimated $119K.
iShares Select U.S. REIT ETF made up 0.49% of Horizons Wealth Management's portfolio in Q1 2026, its #31 holding.
Horizons Wealth Management first reported a position in iShares Select U.S. REIT ETF in Q2 2022 and has held it in 16 quarters since.
Horizons Wealth Management's iShares Select U.S. REIT ETF position peaked at $985K in Q3 2024.
360 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q1 2026.

Based on Horizons Wealth Management's 13F filing for Q1 2026, filed 2 Apr 2026.