MWM
ICF icon

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

Mission 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
Q2 		$450K Buy
+6,659
New +$447K 0.01% 722
2024
Q2 		– Sell
-8,591
Closed -$496K – 701
2024
Q1 		$496K Buy
+8,591
New +$490K 0.01% 434

Other funds holding ICF

IA
IFG Advisors St. Louis, Missouri $725M AUM 27.52% 1-Year Est. Return
BFP
Brewster Financial Planning Brooklyn, New York $182M AUM 15.59% 1-Year Est. Return
WHCFA
William Howard & Co Financial Advisors Memphis, Tennessee $129M AUM 18.64% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
IWP
Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $409M AUM 28.15% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Mission Wealth Management's ICF Position: Q2 2026 in Review

Mission Wealth Management opened a new position in iShares Select U.S. REIT ETF (ICF) in Q2 2026: 6,659 shares worth $450K. The stake represents 0.01% of the portfolio and ranks #722 among its holdings. This is a return to the name: Mission Wealth Management previously reported a position in ICF as recently as Q1 2024.

Mission Wealth Management first reported a position in ICF in Q1 2024 and has held it in 2 quarters since. The position peaked at $496K in Q1 2024. 70 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

  • Mission Wealth Management held 6,659 shares of iShares Select U.S. REIT ETF worth $450K as of Q2 2026.
  • iShares Select U.S. REIT ETF was a new Mission Wealth Management position in Q2 2026.
  • iShares Select U.S. REIT ETF made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #722 holding.
  • Mission Wealth Management first reported a position in iShares Select U.S. REIT ETF in Q1 2024 and has held it in 2 quarters since.
  • Mission Wealth Management's iShares Select U.S. REIT ETF position peaked at $496K in Q1 2024.
  • 70 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.