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

Mosley 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	$390K	Sell	5,771 -24,300	-81%	-$1.63M	0.12%	112
2026 Q1	$1.85M	Buy	30,071 +199	+0.7%	+$12.5K	0.84%	27
2025 Q4	$1.81M	Buy	+29,872	New	+$1.81M	0.83%	27
2024 Q4	$1.63M	Buy	27,111 +2,506	+10%	+$160K	1.01%	24
2024 Q3	$1.59M	Buy	24,605 +784	+3%	+$49K	1.09%	20
2024 Q2	$1.36M	Buy	23,821 +1,890	+9%	+$105K	1.16%	20
2024 Q1	$1.27M	Buy	21,931 +53	+0.2%	+$3.02K	1.19%	20
2023 Q4	$1.28M	Buy	+21,878	New	+$1.16M	1.27%	18

Other funds holding ICF

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

IFG Advisors St. Louis, Missouri $725M AUM 27.52% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

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

Mosley Wealth Management reduced its iShares Select U.S. REIT ETF (ICF) stake by 81% in Q2 2026, selling an estimated $1.63M and leaving 5,771 shares worth $390K. The position accounts for 0.12% of the portfolio, ranked #112.

Mosley Wealth Management first reported a position in ICF in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.85M in Q1 2026. 208 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

Mosley Wealth Management held 5,771 shares of iShares Select U.S. REIT ETF worth $390K as of Q2 2026.
Mosley Wealth Management sold 24,300 iShares Select U.S. REIT ETF shares in Q2 2026, an estimated $1.63M.
iShares Select U.S. REIT ETF made up 0.12% of Mosley Wealth Management's portfolio in Q2 2026, its #112 holding.
Mosley Wealth Management first reported a position in iShares Select U.S. REIT ETF in Q4 2023 and has held it in 8 quarters since.
Mosley Wealth Management's iShares Select U.S. REIT ETF position peaked at $1.85M in Q1 2026.
208 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.