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Laurel Wealth Advisors (North Carolina)’s iShares Select U.S. REIT ETF ICF Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
Q1 		– Sell
-1,597
Closed -$95.3K – 400
2025
Q4 		$95.3K Buy
+1,597
New +$97K 0.01% 256
2025
Q2 		– Sell
-1,594
Closed -$98K – 407
2025
Q1 		$98K Buy
1,594
+1
+0.1% +$61 0.02% 244
2024
Q4 		$96K Buy
1,593
+1
+0.1% +$64 0.02% 242
2024
Q3 		$105K Buy
1,592
+1
+0.1% +$62 0.02% 230
2024
Q2 		$91.1K Sell
1,591
-1,715
-52% -$95.1K 0.02% 234
2024
Q1 		$191K Sell
3,306
-1,135
-26% -$64.8K 0.03% 179
2023
Q4 		$261K Sell
4,441
-452
-9% -$23.9K 0.05% 153
2023
Q3 		$245K Hold
4,893
– – 0.05% 154
2023
Q2 		$272K Sell
4,893
-56
-1% -$3.05K 0.05% 144
2023
Q1 		$275K Sell
4,949
-99
-2% -$5.63K 0.06% 146
2022
Q4 		$277K Buy
5,048
+30
+0.6% +$1.64K 0.06% 138
2022
Q3 		$269K Buy
5,018
+29
+0.6% +$1.8K 0.07% 134
2022
Q2 		$303K Buy
4,989
+11
+0.2% +$723 0.07% 136
2022
Q1 		$353K Buy
4,978
+11
+0.2% +$757 0.07% 137
2021
Q4 		$378K Buy
4,967
+27
+0.5% +$1.91K 0.08% 132
2021
Q3 		$323K Buy
4,940
+12
+0.2% +$822 0.07% 138
2021
Q2 		$322K Buy
4,928
+168
+4% +$10.6K 0.07% 144
2021
Q1 		$275K Buy
4,760
+101
+2% +$5.57K 0.07% 143
2020
Q4 		$251K Buy
4,659
+21
+0.5% +$1.11K 0.07% 141
2020
Q3 		$237K Buy
4,638
+20
+0.4% +$1.03K 0.07% 134
2020
Q2 		$233K Buy
4,618
+12
+0.3% +$591 0.08% 128
2020
Q1 		$211K Buy
4,606
+14
+0.3% +$784 0.08% 128
2019
Q4 		$269K Sell
4,592
-256
-5% -$15.1K 0.08% 129
2019
Q3 		$291K Buy
4,848
+14
+0.3% +$819 0.1% 126
2019
Q2 		$272K Buy
4,834
+18
+0.4% +$1.01K 0.1% 130
2019
Q1 		$268K Sell
4,816
-54
-1% -$2.84K 0.1% 128
2018
Q4 		$233K Buy
+4,870
New +$243K 0.09% 125

Other funds holding ICF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s ICF Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of iShares Select U.S. REIT ETF (ICF) in Q1 2026, closing a stake of 1,597 shares — an estimated $95.3K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in ICF in Q4 2018 and held it in 27 quarters. The position peaked at $378K in Q4 2021. 361 funds tracked by Wall St. Rank hold ICF as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining iShares Select U.S. REIT ETF position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 1,597 iShares Select U.S. REIT ETF shares in Q1 2026, an estimated $95.3K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in iShares Select U.S. REIT ETF in Q4 2018 and held it in 27 quarters.
  • Laurel Wealth Advisors (North Carolina)'s iShares Select U.S. REIT ETF position peaked at $378K in Q4 2021.
  • 361 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.