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

McNaughton Wealth Management’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 Q3	$1.19M	Sell	18,988 -1,937	-9%	-$131K	0.42%	52
2026 Q2	$1.42M	Sell	20,925 -81	-0.4%	-$5.44K	0.5%	50
2026 Q1	$1.3M	Sell	21,006 -443	-2%	-$27.8K	0.54%	52
2025 Q4	$1.28M	Sell	21,449 -2,913	-12%	-$177K	0.53%	52
2025 Q3	$1.5M	Sell	24,362 -533	-2%	-$32.6K	0.63%	49
2025 Q2	$1.52M	Sell	24,895 -75	-0.3%	-$4.54K	0.68%	43
2025 Q1	$1.54M	Sell	24,970 -96,004	-79%	-$5.87M	0.75%	36
2024 Q4	$7.29M	Buy	120,974 +748	+0.6%	+$47.7K	3.51%	8
2024 Q3	$7.92M	Buy	120,226 +2,938	+3%	+$184K	3.86%	8
2024 Q2	$6.72M	Buy	117,288 +4,908	+4%	+$272K	3.56%	9
2024 Q1	$6.48M	Buy	112,380 +3,253	+3%	+$186K	3.6%	9
2023 Q4	$6.41M	Buy	109,127 +5,916	+6%	+$313K	3.8%	8
2023 Q3	$5.18M	Buy	103,211 +3,433	+3%	+$188K	3.44%	10
2023 Q2	$5.54M	Buy	99,778 +6,021	+6%	+$328K	3.55%	10
2023 Q1	$5.21M	Buy	93,757 +2,977	+3%	+$169K	3.46%	11
2022 Q4	$4.98M	Buy	90,780 +1,120	+1%	+$61.2K	3.4%	12
2022 Q3	$4.81M	Buy	89,660 +1,212	+1%	+$75.3K	3.53%	10
2022 Q2	$5.38M	Buy	88,448 +858	+1%	+$56.4K	3.8%	9
2022 Q1	$6.22M	Buy	87,590 +1,822	+2%	+$125K	4.05%	9
2021 Q4	$6.21M	Buy	85,768 +2,112	+3%	+$149K	4.02%	9
2021 Q3	$5.47M	Sell	83,656 -300	-0.4%	-$20.5K	3.87%	9
2021 Q2	$5.49M	Buy	83,956 +4,731	+6%	+$297K	3.85%	10
2021 Q1	$4.58M	Buy	79,225 +4,608	+6%	+$254K	3.51%	11
2020 Q4	$4.02M	Buy	74,617 +17,567	+31%	+$930K	3.22%	11
2020 Q3	$2.91M	Buy	57,050 +26,954	+90%	+$1.39M	2.55%	11
2020 Q2	$1.52M	Buy	+30,096	New	+$1.48M	1.41%	20

Other funds holding ICF

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

National Philanthropic Trust Jenkintown, Pennsylvania $7.05B AUM 11.49% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

AMG National Trust Bank Greenwood Village, Colorado $4.91B AUM 13.93% 1-Year Est. Return

McNaughton Wealth Management's ICF Position: Q3 2026 in Review

McNaughton Wealth Management reduced its iShares Select U.S. REIT ETF (ICF) stake by 9.3% in Q3 2026, selling an estimated $131K and leaving 18,988 shares worth $1.19M. The position accounts for 0.42% of the portfolio, ranked #52.

McNaughton Wealth Management first reported a position in ICF in Q2 2020 and has held it in 26 quarters since. The position peaked at $7.92M in Q3 2024. 322 funds tracked by Wall St. Rank hold ICF as of Q3 2026.

McNaughton Wealth Management held 18,988 shares of iShares Select U.S. REIT ETF worth $1.19M as of Q3 2026.
McNaughton Wealth Management sold 1,937 iShares Select U.S. REIT ETF shares in Q3 2026, an estimated $131K.
iShares Select U.S. REIT ETF made up 0.42% of McNaughton Wealth Management's portfolio in Q3 2026, its #52 holding.
McNaughton Wealth Management first reported a position in iShares Select U.S. REIT ETF in Q2 2020 and has held it in 26 quarters since.
McNaughton Wealth Management's iShares Select U.S. REIT ETF position peaked at $7.92M in Q3 2024.
322 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q3 2026.

Based on McNaughton Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.