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Intergy Private Wealth’s iShares Select U.S. REIT ETF ICF Stock Holding History

Intergy Private Wealth’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 		$784K Hold
12,470
– – 0.18% 62
2026
Q2 		$843K Hold
12,470
– – 0.19% 60
2026
Q1 		$772K Sell
12,470
-117
-0.9% -$7.33K 0.23% 56
2025
Q4 		$751K Hold
12,587
– – 0.23% 58
2025
Q3 		$776K Sell
12,587
-9
-0.1% -$550 0.24% 55
2025
Q2 		$770K Sell
12,596
-419
-3% -$25.4K 0.26% 55
2025
Q1 		$801K Sell
13,015
-106
-0.8% -$6.48K 0.3% 48
2024
Q4 		$791K Sell
13,121
-90
-0.7% -$5.74K 0.3% 52
2024
Q3 		$871K Sell
13,211
-203
-2% -$12.7K 0.33% 48
2024
Q2 		$768K Sell
13,414
-105,269
-89% -$5.84M 0.32% 48
2024
Q1 		$6.85M Sell
118,683
-53,578
-31% -$3.06M 2.82% 9
2023
Q4 		$10.1M Buy
172,261
+5,790
+3% +$306K 4.37% 4
2023
Q3 		$8.35M Buy
166,471
+7,294
+5% +$399K 4.18% 4
2023
Q2 		$8.85M Buy
159,177
+12,644
+9% +$688K 4.33% 4
2023
Q1 		$8.14M Buy
146,533
+4,290
+3% +$244K 4.55% 4
2022
Q4 		$7.8M Buy
142,243
+11,646
+9% +$637K 4.88% 4
2022
Q3 		$7.01M Buy
130,597
+768
+0.6% +$47.7K 4.97% 4
2022
Q2 		$7.89M Sell
129,829
-641
-0.5% -$42.1K 6.22% 4
2022
Q1 		$9.26M Buy
130,470
+46,637
+56% +$3.21M 6.46% 4
2021
Q4 		$6.38M Buy
+83,833
New +$5.92M 4.98% 5

Other funds holding ICF

Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
IFG Advisors
IFG Advisors St. Louis, Missouri $730M AUM 19.37% 1-Year Est. Return
BFP
Brewster Financial Planning Brooklyn, New York $181M AUM 7.92% 1-Year Est. Return
AWM Capital
AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return
Harbor Investment Advisory
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
Frank Rimerman Advisors
Frank Rimerman Advisors Palo Alto, California $1.81B AUM 32.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PNFS
PW Nova Financial Services Newtown, Pennsylvania $491M AUM 22.36% 1-Year Est. Return
JA
JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return

Intergy Private Wealth's ICF Position: Q3 2026 in Review

Intergy Private Wealth held its iShares Select U.S. REIT ETF (ICF) position steady in Q3 2026 at 12,470 shares worth $784K. The position accounts for 0.18% of the portfolio, ranked #62.

Intergy Private Wealth first reported a position in ICF in Q4 2021 and has held it in 20 quarters since. The position peaked at $10.1M in Q4 2023. 61 funds tracked by Wall St. Rank hold ICF as of Q3 2026.

  • Intergy Private Wealth held 12,470 shares of iShares Select U.S. REIT ETF worth $784K as of Q3 2026.
  • Intergy Private Wealth left its iShares Select U.S. REIT ETF share count unchanged in Q3 2026.
  • iShares Select U.S. REIT ETF made up 0.18% of Intergy Private Wealth's portfolio in Q3 2026, its #62 holding.
  • Intergy Private Wealth first reported a position in iShares Select U.S. REIT ETF in Q4 2021 and has held it in 20 quarters since.
  • Intergy Private Wealth's iShares Select U.S. REIT ETF position peaked at $10.1M in Q4 2023.
  • 61 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q3 2026.

Based on Intergy Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.