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

IFG 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	$15.7M	Sell	231,471 -3,513	-1%	-$236K	2.16%	10
2026 Q1	$14.5M	Sell	234,984 -1,093	-0.5%	-$68.5K	2.38%	10
2025 Q4	$14.1M	Buy	236,077 +6,473	+3%	+$393K	2.34%	11
2025 Q3	$14.1M	Sell	229,604 -3,573	-2%	-$218K	2.31%	12
2025 Q2	$14.3M	Buy	233,177 +1,400	+0.6%	+$84.8K	2.4%	11
2025 Q1	$14.3M	Buy	231,777 +4,378	+2%	+$268K	2.75%	11
2024 Q4	$13.7M	Buy	227,399 +2,675	+1%	+$171K	2.72%	11
2024 Q3	$14.8M	Buy	224,724 +12,385	+6%	+$774K	3.17%	9
2024 Q2	$12.2M	Buy	212,339 +11,106	+6%	+$616K	2.87%	10
2024 Q1	$11.6M	Buy	201,233 +3,017	+2%	+$172K	3.01%	9
2023 Q4	$11.6M	Buy	198,216 +11,422	+6%	+$604K	3.42%	8
2023 Q3	$9.37M	Buy	186,794 +8,764	+5%	+$479K	3.33%	8
2023 Q2	$9.89M	Buy	178,030 +11,632	+7%	+$633K	3.51%	8
2023 Q1	$9.24M	Buy	166,398 +6,710	+4%	+$382K	3.64%	8
2022 Q4	$8.76M	Buy	159,688 +11,572	+8%	+$633K	3.82%	8
2022 Q3	$7.95M	Sell	148,116 -60	-0%	-$3.73K	4.02%	6
2022 Q2	$9.01M	Buy	148,176 +1,160	+0.8%	+$76.2K	4.56%	6
2022 Q1	$10.4M	Sell	147,016 -180	-0.1%	-$12.4K	4.61%	6
2021 Q4	$11.2M	Sell	147,196 -363	-0.2%	-$25.7K	4.74%	6
2021 Q3	$9.65M	Sell	147,559 -921	-0.6%	-$63.1K	4.43%	7
2021 Q2	$9.7M	Buy	148,480 +2,932	+2%	+$184K	4.62%	7
2021 Q1	$8.41M	Buy	145,548 +12,217	+9%	+$673K	4.6%	7
2020 Q4	$7.18M	Buy	133,331 +5,687	+4%	+$301K	4.45%	7
2020 Q3	$6.51M	Buy	127,644 +10,280	+9%	+$532K	4.6%	7
2020 Q2	$5.92M	Buy	117,364 +7,260	+7%	+$357K	4.68%	7
2020 Q1	$5.04M	Sell	110,104 -10,568	-9%	-$592K	4.98%	6
2019 Q4	$7.06M	Sell	120,672 -2,726	-2%	-$160K	5.83%	7
2019 Q3	$7.41M	Buy	+123,398	New	+$7.22M	6.89%	5

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 29.2% 1-Year Est. Return

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

IFG Advisors's ICF Position: Q2 2026 in Review

IFG Advisors reduced its iShares Select U.S. REIT ETF (ICF) stake by 1.5% in Q2 2026, selling an estimated $236K and leaving 231,471 shares worth $15.7M. The position accounts for 2.16% of the portfolio, ranked #10.

IFG Advisors first reported a position in ICF in Q3 2019 and has held it in 28 quarters since. 369 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

IFG Advisors held 231,471 shares of iShares Select U.S. REIT ETF worth $15.7M as of Q2 2026.
IFG Advisors sold 3,513 iShares Select U.S. REIT ETF shares in Q2 2026, an estimated $236K.
iShares Select U.S. REIT ETF made up 2.16% of IFG Advisors's portfolio in Q2 2026, its #10 holding.
IFG Advisors first reported a position in iShares Select U.S. REIT ETF in Q3 2019 and has held it in 28 quarters since.
369 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on IFG Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.