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

IMG 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 Q3	$78.6K	Sell	1,250 -1,251	-50%	-$84.6K	0.04%	161
2026 Q2	$169K	Hold	2,501	–	–	0.09%	120
2026 Q1	$155K	Hold	2,501	–	–	0.1%	111
2025 Q4	$149K	Hold	2,501	–	–	0.09%	108
2025 Q3	$154K	Hold	2,501	–	–	0.1%	100
2025 Q2	$153K	Hold	2,501	–	–	0.12%	95
2025 Q1	$154K	Hold	2,501	–	–	0.14%	86
2024 Q4	$151K	Buy	+2,501	New	+$160K	0.14%	80

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

IMG Wealth Management's ICF Position: Q3 2026 in Review

IMG Wealth Management reduced its iShares Select U.S. REIT ETF (ICF) stake by 50% in Q3 2026, selling an estimated $84.6K and leaving 1,250 shares worth $78.6K. The position accounts for 0.04% of the portfolio, ranked #161.

IMG Wealth Management first reported a position in ICF in Q4 2024 and has held it in 8 quarters since. The position peaked at $169K in Q2 2026. 125 funds tracked by Wall St. Rank hold ICF as of Q3 2026.

IMG Wealth Management held 1,250 shares of iShares Select U.S. REIT ETF worth $78.6K as of Q3 2026.
IMG Wealth Management sold 1,251 iShares Select U.S. REIT ETF shares in Q3 2026, an estimated $84.6K.
iShares Select U.S. REIT ETF made up 0.04% of IMG Wealth Management's portfolio in Q3 2026, its #161 holding.
IMG Wealth Management first reported a position in iShares Select U.S. REIT ETF in Q4 2024 and has held it in 8 quarters since.
IMG Wealth Management's iShares Select U.S. REIT ETF position peaked at $169K in Q2 2026.
125 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q3 2026.

Based on IMG Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.