Level Four Advisory Services’s iShares Select U.S. REIT ETF ICF Stock Holding History

Level Four Advisory Services’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	$388K	Hold	5,731	–	–	0.01%	686
2026 Q1	$355K	Hold	5,731	–	–	0.01%	668
2025 Q4	$342K	Hold	5,731	–	–	0.01%	656
2025 Q3	$353K	Sell	5,731 -80	-1%	-$4.89K	0.01%	640
2025 Q2	$355K	Hold	5,811	–	–	0.01%	610
2025 Q1	$358K	Sell	5,811 -270	-4%	-$16.5K	0.01%	574
2024 Q4	$366K	Sell	6,081 -505	-8%	-$32.2K	0.02%	564
2024 Q3	$419K	Sell	6,586 -62	-0.9%	-$3.87K	0.02%	550
2024 Q2	$381K	Buy	6,648 +981	+17%	+$54.4K	0.02%	550
2024 Q1	$333K	Hold	5,667	–	–	0.02%	575
2023 Q4	$333K	Buy	5,667 +6	+0.1%	+$317	0.02%	575
2023 Q3	$284K	Sell	5,661 -258	-4%	-$14.1K	0.02%	588
2023 Q2	$329K	Buy	5,919 +516	+10%	+$28.1K	0.02%	594
2023 Q1	$300K	Hold	5,403	–	–	0.02%	584
2022 Q4	$296K	Hold	5,403	–	–	0.02%	522
2022 Q3	$290K	Hold	5,403	–	–	0.03%	438
2022 Q2	$328K	Buy	5,403 +204	+4%	+$13.4K	0.03%	434
2022 Q1	$369K	Buy	5,199 +468	+10%	+$32.2K	0.03%	475
2021 Q4	$360K	Hold	4,731	–	–	0.03%	477
2021 Q3	$310K	Sell	4,731 -500	-10%	-$34.2K	0.03%	384
2021 Q2	$342K	Buy	5,231 +515	+11%	+$32.4K	0.02%	501
2021 Q1	$273K	Buy	+4,716	New	+$260K	0.02%	523

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 29.18% 1-Year Est. Return

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

Level Four Advisory Services's ICF Position: Q2 2026 in Review

Level Four Advisory Services held its iShares Select U.S. REIT ETF (ICF) position steady in Q2 2026 at 5,731 shares worth $388K. The position accounts for 0.01% of the portfolio, ranked #686.

Level Four Advisory Services first reported a position in ICF in Q1 2021 and has held it in 22 quarters since. The position peaked at $419K in Q3 2024. 371 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

Level Four Advisory Services held 5,731 shares of iShares Select U.S. REIT ETF worth $388K as of Q2 2026.
Level Four Advisory Services left its iShares Select U.S. REIT ETF share count unchanged in Q2 2026.
iShares Select U.S. REIT ETF made up 0.01% of Level Four Advisory Services's portfolio in Q2 2026, its #686 holding.
Level Four Advisory Services first reported a position in iShares Select U.S. REIT ETF in Q1 2021 and has held it in 22 quarters since.
Level Four Advisory Services's iShares Select U.S. REIT ETF position peaked at $419K in Q3 2024.
371 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.