Marshall & Sterling Wealth Advisors’s iShares Select U.S. REIT ETF ICF Stock Holding History

Marshall & Sterling Wealth Advisors’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	$24.3K	Buy	359 +2	+0.6%	+$134	0.01%	194
2026 Q1	$22.1K	Buy	357 +1	+0.3%	+$63	0.01%	193
2025 Q4	$21.2K	Buy	356 +3	+0.8%	+$182	0.01%	191
2025 Q3	$21.7K	Buy	353 +2	+0.6%	+$122	0.01%	261
2025 Q2	$21.4K	Buy	351 +4	+1%	+$242	0.01%	252
2025 Q1	$21.4K	Buy	347 +1	+0.3%	+$61	0.01%	243
2024 Q4	$20.8K	Buy	+346	New	+$22.1K	0.01%	189

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

Marshall & Sterling Wealth Advisors's ICF Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors increased its iShares Select U.S. REIT ETF (ICF) stake by 0.56% in Q2 2026, buying an estimated $134 and bringing the position to 359 shares worth $24.3K. The position accounts for 0.01% of the portfolio, ranked #194.

Marshall & Sterling Wealth Advisors first reported a position in ICF in Q4 2024 and has held it in 7 quarters since. 372 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

Marshall & Sterling Wealth Advisors held 359 shares of iShares Select U.S. REIT ETF worth $24.3K as of Q2 2026.
Marshall & Sterling Wealth Advisors bought 2 iShares Select U.S. REIT ETF shares in Q2 2026, an estimated $134.
iShares Select U.S. REIT ETF made up 0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #194 holding.
Marshall & Sterling Wealth Advisors first reported a position in iShares Select U.S. REIT ETF in Q4 2024 and has held it in 7 quarters since.
372 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.