Larson Financial Group’s iShares Select U.S. REIT ETF ICF Stock Holding History

Larson Financial Group’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	$73.2K	Sell	1,082 -290	-21%	-$19.5K	﹤0.01%	1345
2026 Q1	$84.9K	Sell	1,372 -1	-0.1%	-$63	﹤0.01%	1071
2025 Q4	$81.9K	Buy	1,373 +86	+7%	+$5.22K	﹤0.01%	1005
2025 Q3	$79.3K	Buy	1,287 +3	+0.2%	+$183	﹤0.01%	984
2025 Q2	$78.5K	Sell	1,284 -1	-0.1%	-$61	﹤0.01%	922
2025 Q1	$79K	Buy	1,285 +1	+0.1%	+$61	﹤0.01%	862
2024 Q4	$77.4K	Sell	1,284 -634	-33%	-$40.4K	﹤0.01%	780
2024 Q3	$126K	Buy	1,918 +2	+0.1%	+$125	0.01%	682
2024 Q2	$110K	Buy	1,916 +671	+54%	+$37.2K	0.01%	626
2024 Q1	$71.9K	Hold	1,245	–	–	0.01%	607
2023 Q4	$73.1K	Buy	1,245 +5	+0.4%	+$264	0.01%	551
2023 Q3	$62.2K	Hold	1,240	–	–	0.01%	552
2023 Q2	$68.9K	Buy	1,240 +1	+0.1%	+$54	0.01%	485
2023 Q1	$68.8K	Hold	1,239	–	–	0.01%	488
2022 Q4	$67.9K	Buy	1,239 +2	+0.2%	+$109	0.01%	465
2022 Q3	$66K	Buy	1,237 +1,002	+426%	+$62.3K	0.01%	412
2022 Q2	$14K	Buy	235 +1	+0.4%	+$66	﹤0.01%	627
2022 Q1	$17K	Hold	234	–	–	﹤0.01%	553
2021 Q4	$18K	Buy	+234	New	+$16.5K	﹤0.01%	567
2020 Q3	–	Sell	-26	Closed	-$1K	–	776
2020 Q2	$1K	Hold	26	–	–	﹤0.01%	623
2020 Q1	$1K	Buy	26 +4	+18%	+$224	﹤0.01%	485
2019 Q4	$1K	Buy	22 +6	+38%	+$353	﹤0.01%	515
2019 Q3	$1K	Buy	16 +6	+60%	+$351	﹤0.01%	490
2019 Q2	$1K	Buy	+10	New	+$562	﹤0.01%	442

Other funds holding ICF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Larson Financial Group's ICF Position: Q2 2026 in Review

Larson Financial Group reduced its iShares Select U.S. REIT ETF (ICF) stake by 21% in Q2 2026, selling an estimated $19.5K and leaving 1,082 shares worth $73.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1345.

Larson Financial Group first reported a position in ICF in Q2 2019 and has held it in 24 quarters since. The position peaked at $126K in Q3 2024. 369 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

Larson Financial Group held 1,082 shares of iShares Select U.S. REIT ETF worth $73.2K as of Q2 2026.
Larson Financial Group sold 290 iShares Select U.S. REIT ETF shares in Q2 2026, an estimated $19.5K.
iShares Select U.S. REIT ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1345 holding.
Larson Financial Group first reported a position in iShares Select U.S. REIT ETF in Q2 2019 and has held it in 24 quarters since.
Larson Financial Group's iShares Select U.S. REIT ETF position peaked at $126K in Q3 2024.
369 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.