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 Q2	$298K	Hold	4,410	–	–	0.01%	275
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

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

Linscomb Wealth's ICF Position: Q2 2026 in Review

Linscomb Wealth held its iShares Select U.S. REIT ETF (ICF) position steady in Q2 2026 at 4,410 shares worth $298K. The position accounts for 0.01% of the portfolio, ranked #275.

Linscomb Wealth first reported a position in ICF in Q1 2016 and has held it in 19 quarters since. The position peaked at $441K in Q4 2021. 371 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

Linscomb Wealth held 4,410 shares of iShares Select U.S. REIT ETF worth $298K as of Q2 2026.
Linscomb Wealth 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 Linscomb Wealth's portfolio in Q2 2026, its #275 holding.
Linscomb Wealth first reported a position in iShares Select U.S. REIT ETF in Q1 2016 and has held it in 19 quarters since.
Linscomb Wealth's iShares Select U.S. REIT ETF position peaked at $441K in Q4 2021.
371 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on Linscomb Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.