Innova Wealth Partners’s iShares Select U.S. REIT ETF ICF Stock Holding History

Innova Wealth Partners’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	$7.56M	Buy	111,813 +37,989	+51%	+$2.55M	3.09%	6
2026 Q1	$4.57M	Buy	73,824 +67,593	+1,085%	+$4.24M	2.16%	10
2025 Q4	$372K	Buy	+6,231	New	+$378K	0.19%	83
2025 Q2	–	Sell	-14,182	Closed	-$873K	–	110
2025 Q1	$873K	Sell	14,182 -31,095	-69%	-$1.9M	0.54%	34
2024 Q4	$2.73M	Buy	+45,277	New	+$2.89M	1.72%	17
2024 Q3	–	Sell	-10,393	Closed	-$595K	–	102
2024 Q2	$595K	Sell	10,393 -20,508	-66%	-$1.14M	0.43%	44
2024 Q1	$1.78M	Buy	+30,901	New	+$1.76M	1.38%	26
2023 Q4	–	Sell	-18,340	Closed	-$920K	–	67
2023 Q3	$920K	Buy	+18,340	New	+$1M	0.83%	21
2023 Q1	–	Sell	-6,250	Closed	-$343K	–	53
2022 Q4	$343K	Sell	6,250 -18,661	-75%	-$1.02M	0.3%	36
2022 Q3	$1.34M	Buy	24,911 +20,070	+415%	+$1.25M	1.22%	7
2022 Q2	$294K	Sell	4,841 -18,720	-79%	-$1.23M	0.25%	36
2022 Q1	$1.67M	Buy	23,561 +2,211	+10%	+$152K	1.2%	19
2021 Q4	$1.62M	Sell	21,350 -39,964	-65%	-$2.82M	1.15%	19
2021 Q3	$4.01M	Buy	61,314 +9,321	+18%	+$638K	3.18%	14
2021 Q2	$3.4M	Buy	51,993 +17,822	+52%	+$1.12M	2.68%	17
2021 Q1	$1.98M	Buy	+34,171	New	+$1.88M	1.68%	21

Other funds holding ICF

BFP

Brewster Financial Planning Brooklyn, New York $182M AUM 15.59% 1-Year Est. Return

WHCFA

William Howard & Co Financial Advisors Memphis, Tennessee $129M AUM 18.64% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

JVL Associates Wyoming, Michigan $352M AUM 27.55% 1-Year Est. Return

MWM

McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Innova Wealth Partners's ICF Position: Q2 2026 in Review

Innova Wealth Partners increased its iShares Select U.S. REIT ETF (ICF) stake by 51% in Q2 2026, buying an estimated $2.55M and bringing the position to 111,813 shares worth $7.56M. The position accounts for 3.09% of the portfolio, ranked #6.

Innova Wealth Partners first reported a position in ICF in Q1 2021 and has held it in 16 quarters since. 50 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

Innova Wealth Partners held 111,813 shares of iShares Select U.S. REIT ETF worth $7.56M as of Q2 2026.
Innova Wealth Partners bought 37,989 iShares Select U.S. REIT ETF shares in Q2 2026, an estimated $2.55M.
iShares Select U.S. REIT ETF made up 3.09% of Innova Wealth Partners's portfolio in Q2 2026, its #6 holding.
Innova Wealth Partners first reported a position in iShares Select U.S. REIT ETF in Q1 2021 and has held it in 16 quarters since.
50 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on Innova Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.