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

Linscomb 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
Q1 		$273K Hold
4,410
– – 0.01% 301
2025
Q4 		$263K Hold
4,410
– – 0.01% 276
2025
Q3 		$272K Hold
4,410
– – 0.01% 278
2025
Q2 		$270K Hold
4,410
– – 0.01% 275
2025
Q1 		$271K Hold
4,410
– – 0.01% 262
2024
Q4 		$266K Hold
4,410
– – 0.01% 263
2024
Q3 		$291K Hold
4,410
– – 0.01% 254
2024
Q2 		$253K Hold
4,410
– – 0.01% 265
2024
Q1 		$254K Hold
4,410
– – 0.01% 262
2023
Q4 		$259K Buy
+4,410
New +$233K 0.01% 256
2023
Q3 		– Sell
-3,965
Closed -$220K – 271
2023
Q2 		$220K Sell
3,965
-1,940
-33% -$106K 0.01% 264
2023
Q1 		$328K Buy
5,905
+101
+2% +$5.74K 0.02% 245
2022
Q4 		$318K Buy
5,804
+3
+0.1% +$164 0.02% 271
2022
Q3 		$311K Hold
5,801
– – 0.02% 233
2022
Q2 		$353K Buy
5,801
+1
+0% +$66 0.02% 230
2022
Q1 		$412K Hold
5,800
– – 0.02% 249
2021
Q4 		$441K Buy
+5,800
New +$410K 0.02% 240
2016
Q2 		– Sell
-4,682
Closed -$241K – 253
2016
Q1 		$241K Buy
+4,682
New +$226K 0.03% 223

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JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.06B AUM 24.97% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return