Mount Yale Investment Advisors’s iShares Select U.S. REIT ETF ICF Stock Holding History

Mount Yale Investment 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 Q1	$1.04M	Buy	+16,757	New	+$1.05M	0.02%	504
2025 Q3	–	Sell	-16,677	Closed	-$1.02M	–	1095
2025 Q2	$1.02M	Buy	16,677 +127	+0.8%	+$7.7K	0.08%	202
2025 Q1	$1.02M	Hold	16,550	–	–	0.09%	193
2024 Q4	$997K	Hold	16,550	–	–	0.08%	200
2024 Q3	$1.09M	Hold	16,550	–	–	0.1%	183
2024 Q2	$948K	Hold	16,550	–	–	0.08%	216
2024 Q1	$955K	Sell	16,550 -431	-3%	-$24.6K	0.07%	230
2023 Q4	$997K	Sell	16,981 -1,135	-6%	-$60K	0.09%	205
2023 Q3	$909K	Hold	18,116	–	–	0.1%	198
2023 Q2	$1.01M	Hold	18,116	–	–	0.11%	191
2023 Q1	$1.01M	Sell	18,116 -3,754	-17%	-$213K	0.11%	181
2022 Q4	$1.2M	Buy	21,870 +1,788	+9%	+$97.8K	0.14%	155
2022 Q3	$1.08M	Sell	20,082 -432	-2%	-$26.9K	0.14%	154
2022 Q2	$1.25M	Buy	20,514 +2,362	+13%	+$155K	0.16%	148
2022 Q1	$1.29M	Hold	18,152	–	–	0.14%	161
2021 Q4	$1.38M	Hold	18,152	–	–	0.14%	153
2021 Q3	$1.19M	Sell	18,152 -3,276	-15%	-$224K	0.14%	169
2021 Q2	$1.4M	Buy	21,428 +579	+3%	+$36.4K	0.17%	131
2021 Q1	$1.21M	Sell	20,849 -2,986	-13%	-$165K	0.16%	134
2020 Q4	$1.28M	Sell	23,835 -609	-2%	-$32.2K	0.18%	126
2020 Q3	$1.25M	Sell	24,444 -2,744	-10%	-$142K	0.18%	122
2020 Q2	$1.37M	Sell	27,188 -3,192	-11%	-$157K	0.25%	100
2020 Q1	$1.39M	Sell	30,380 -3,464	-10%	-$194K	0.31%	83
2019 Q4	$2.01M	Sell	33,844 -1,064	-3%	-$62.6K	0.35%	73
2019 Q3	$2M	Sell	34,908 -246	-0.7%	-$14.4K	0.36%	70
2019 Q2	$2.03M	Buy	35,154 +524	+2%	+$29.4K	0.37%	64
2019 Q1	$1.93M	Hold	34,630	–	–	0.36%	67
2018 Q4	$1.86M	Sell	34,630 -1,164	-3%	-$58K	0.38%	66
2018 Q3	$1.81M	Buy	35,794 +1,194	+3%	+$60.6K	0.32%	72
2018 Q2	$1.73M	Buy	34,600 +142	+0.4%	+$6.75K	0.33%	75
2018 Q1	$1.61M	Buy	+34,458	New	+$1.62M	0.34%	76

Other funds holding ICF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return

Mount Yale Investment Advisors's ICF Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in iShares Select U.S. REIT ETF (ICF) in Q1 2026: 16,757 shares worth $1.04M. The stake represents 0.02% of the portfolio and ranks #504 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in ICF as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in ICF in Q1 2018 and has held it in 31 quarters since. The position peaked at $2.03M in Q2 2019. 360 funds tracked by Wall St. Rank hold ICF as of Q1 2026.

Mount Yale Investment Advisors held 16,757 shares of iShares Select U.S. REIT ETF worth $1.04M as of Q1 2026.
iShares Select U.S. REIT ETF was a new Mount Yale Investment Advisors position in Q1 2026.
iShares Select U.S. REIT ETF made up 0.02% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #504 holding.
Mount Yale Investment Advisors first reported a position in iShares Select U.S. REIT ETF in Q1 2018 and has held it in 31 quarters since.
Mount Yale Investment Advisors's iShares Select U.S. REIT ETF position peaked at $2.03M in Q2 2019.
360 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.