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

IHT 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	$1.67M	Buy	26,955 +432	+2%	+$27.1K	0.04%	428
2025 Q4	$1.59M	Buy	26,523 +697	+3%	+$42.3K	0.04%	401
2025 Q3	$1.59M	Buy	25,826 +658	+3%	+$40.2K	0.04%	391
2025 Q2	$1.54M	Buy	25,168 +205	+0.8%	+$12.4K	0.04%	375
2025 Q1	$1.54M	Sell	24,963 -178	-0.7%	-$10.9K	0.05%	346
2024 Q4	$1.51M	Sell	25,141 -95	-0.4%	-$6.06K	0.05%	335
2024 Q3	$1.66M	Sell	25,236 -296	-1%	-$18.5K	0.05%	370
2024 Q2	$1.47M	Sell	25,532 -429	-2%	-$23.8K	0.05%	337
2024 Q1	$1.5M	Buy	25,961 +1,396	+6%	+$79.6K	0.06%	324
2023 Q4	$1.44M	Sell	24,565 -1,554	-6%	-$82.2K	0.06%	298
2023 Q3	$1.31M	Sell	26,119 -638	-2%	-$34.9K	0.07%	284
2023 Q2	$1.49M	Sell	26,757 -2,436	-8%	-$133K	0.08%	247
2023 Q1	$1.62M	Buy	29,193 +1,707	+6%	+$97.1K	0.09%	218
2022 Q4	$1.51M	Sell	27,486 -5,027	-15%	-$275K	0.09%	225
2022 Q3	$1.75M	Buy	32,513 +1,014	+3%	+$63K	0.13%	177
2022 Q2	$1.91M	Buy	31,499 +162	+0.5%	+$10.6K	0.17%	135
2022 Q1	$2.23M	Sell	31,337 -4,983	-14%	-$343K	0.17%	129
2021 Q4	$2.76M	Buy	36,320 +1,869	+5%	+$132K	0.2%	103
2021 Q3	$2.25M	Buy	34,451 +1,585	+5%	+$109K	0.18%	121
2021 Q2	$2.15M	Buy	32,866 +1,315	+4%	+$82.6K	0.14%	154
2021 Q1	$1.82M	Sell	31,551 -1,046	-3%	-$57.6K	0.13%	162
2020 Q4	$1.76M	Buy	32,597 +2,751	+9%	+$146K	0.15%	152
2020 Q3	$1.52M	Buy	29,846 +2,084	+8%	+$108K	0.15%	140
2020 Q2	$1.4M	Buy	27,762 +44	+0.2%	+$2.17K	0.19%	122
2020 Q1	$1.27M	Buy	27,718 +734	+3%	+$41.1K	0.18%	131
2019 Q4	$1.58M	Buy	26,984 +3,162	+13%	+$186K	0.19%	130
2019 Q3	$1.43M	Buy	23,822 +3,606	+18%	+$211K	0.19%	125
2019 Q2	$1.14M	Sell	20,216 -12,780	-39%	-$718K	0.17%	142
2019 Q1	$1.83M	Sell	32,996 -8,150	-20%	-$429K	0.31%	83
2018 Q4	$1.97M	Buy	41,146 +19,582	+91%	+$976K	0.38%	68
2018 Q3	$1.08M	Buy	21,564 +624	+3%	+$31.6K	0.23%	113
2018 Q2	$1.05M	Buy	20,940 +476	+2%	+$22.6K	0.27%	104
2018 Q1	$940K	Buy	20,464 +1,090	+6%	+$51.1K	0.25%	96
2017 Q4	$964K	Buy	19,374 +234	+1%	+$11.9K	0.26%	105
2017 Q3	$967K	Buy	19,140 +6,614	+53%	+$335K	0.41%	61
2017 Q2	$270	Buy	12,526 +8,754	+232%	+$442K	0.13%	193
2017 Q1	$189K	Buy	3,772 +302	+9%	+$15.1K	0.13%	187
2016 Q4	$173K	Buy	+3,470	New	+$170K	0.13%	188

Other funds holding ICF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return

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

IHT Wealth Management increased its iShares Select U.S. REIT ETF (ICF) stake by 1.6% in Q1 2026, buying an estimated $27.1K and bringing the position to 26,955 shares worth $1.67M. The position accounts for 0.04% of the portfolio, ranked #428.

IHT Wealth Management first reported a position in ICF in Q4 2016 and has held it in 38 quarters since. The position peaked at $2.76M in Q4 2021. 358 funds tracked by Wall St. Rank hold ICF as of Q1 2026.

IHT Wealth Management held 26,955 shares of iShares Select U.S. REIT ETF worth $1.67M as of Q1 2026.
IHT Wealth Management bought 432 iShares Select U.S. REIT ETF shares in Q1 2026, an estimated $27.1K.
iShares Select U.S. REIT ETF made up 0.04% of IHT Wealth Management's portfolio in Q1 2026, its #428 holding.
IHT Wealth Management first reported a position in iShares Select U.S. REIT ETF in Q4 2016 and has held it in 38 quarters since.
IHT Wealth Management's iShares Select U.S. REIT ETF position peaked at $2.76M in Q4 2021.
358 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.