Kingswood Wealth Advisors’s iShares Select U.S. REIT ETF ICF Stock Holding History
Bought
Maintained
Sold
Other funds holding ICF
FIA
Kingswood Wealth Advisors's ICF Position: Q2 2026 in Review
Kingswood Wealth Advisors reduced its iShares Select U.S. REIT ETF (ICF) stake by 4.6% in Q2 2026, selling an estimated $90.2K and leaving 27,900 shares worth $1.89M. The position accounts for 0.08% of the portfolio, ranked #270.
Kingswood Wealth Advisors first reported a position in ICF in Q3 2024 and has held it in 3 quarters since. 369 funds tracked by Wall St. Rank hold ICF as of Q2 2026.
- Kingswood Wealth Advisors held 27,900 shares of iShares Select U.S. REIT ETF worth $1.89M as of Q2 2026.
- Kingswood Wealth Advisors sold 1,343 iShares Select U.S. REIT ETF shares in Q2 2026, an estimated $90.2K.
- iShares Select U.S. REIT ETF made up 0.08% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #270 holding.
- Kingswood Wealth Advisors first reported a position in iShares Select U.S. REIT ETF in Q3 2024 and has held it in 3 quarters since.
- 369 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.
Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.