N.E.W. Advisory Services’s iShares Select U.S. REIT ETF ICF Stock Holding History

N.E.W. Advisory Services’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	$108K	Hold	1,592	–	–	0.01%	286
2026 Q1	$98.5K	Buy	1,592 +600	+60%	+$37.6K	0.01%	288
2025 Q4	$59.2K	Hold	992	–	–	﹤0.01%	340
2025 Q3	$61.1K	Hold	992	–	–	0.01%	300
2025 Q2	$60.7K	Hold	992	–	–	0.01%	290
2025 Q1	$61K	Buy	+992	New	+$60.7K	﹤0.01%	326
2022 Q2	–	Sell	-7,312	Closed	-$425K	–	138
2022 Q1	$425K	Buy	7,312 +4,642	+174%	+$320K	0.08%	84
2021 Q4	$203K	Buy	+2,670	New	+$189K	0.03%	131
2021 Q3	–	Sell	-3,850	Closed	-$252K	–	133
2021 Q2	$252K	Sell	3,850 -3,473	-47%	-$218K	0.04%	118
2021 Q1	$431K	Sell	7,323 -5,241	-42%	-$289K	0.08%	85
2020 Q4	$679K	Buy	+12,564	New	+$665K	0.14%	69

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 29.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

N.E.W. Advisory Services's ICF Position: Q2 2026 in Review

N.E.W. Advisory Services held its iShares Select U.S. REIT ETF (ICF) position steady in Q2 2026 at 1,592 shares worth $108K. The position accounts for 0.01% of the portfolio, ranked #286.

N.E.W. Advisory Services first reported a position in ICF in Q4 2020 and has held it in 11 quarters since. The position peaked at $679K in Q4 2020. 369 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

N.E.W. Advisory Services held 1,592 shares of iShares Select U.S. REIT ETF worth $108K as of Q2 2026.
N.E.W. Advisory Services left its iShares Select U.S. REIT ETF share count unchanged in Q2 2026.
iShares Select U.S. REIT ETF made up 0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #286 holding.
N.E.W. Advisory Services first reported a position in iShares Select U.S. REIT ETF in Q4 2020 and has held it in 11 quarters since.
N.E.W. Advisory Services's iShares Select U.S. REIT ETF position peaked at $679K in Q4 2020.
369 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.