Net Worth Advisory Group’s iShares Select U.S. REIT ETF ICF Stock Holding History

Net Worth Advisory Group’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	$208K	Buy	3,334 +106	+3%	+$7.17K	0.05%	402
2026 Q2	$218K	Buy	+3,228	New	+$217K	0.06%	369

Other funds holding ICF

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

IFG Advisors St. Louis, Missouri $730M AUM 19.37% 1-Year Est. Return

Brewster Financial Planning Brooklyn, New York $181M AUM 7.92% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

IFS

Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Frank Rimerman Advisors Palo Alto, California $1.81B AUM 32.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PW Nova Financial Services Newtown, Pennsylvania $491M AUM 22.36% 1-Year Est. Return

JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return

Net Worth Advisory Group's ICF Position: Q3 2026 in Review

Net Worth Advisory Group increased its iShares Select U.S. REIT ETF (ICF) stake by 3.3% in Q3 2026, buying an estimated $7.17K and bringing the position to 3,334 shares worth $208K. The position accounts for 0.05% of the portfolio, ranked #402.

Net Worth Advisory Group first reported a position in ICF in Q2 2026 and has held it in 2 quarters since. The position peaked at $218K in Q2 2026. 82 funds tracked by Wall St. Rank hold ICF as of Q3 2026.

Net Worth Advisory Group held 3,334 shares of iShares Select U.S. REIT ETF worth $208K as of Q3 2026.
Net Worth Advisory Group bought 106 iShares Select U.S. REIT ETF shares in Q3 2026, an estimated $7.17K.
iShares Select U.S. REIT ETF made up 0.05% of Net Worth Advisory Group's portfolio in Q3 2026, its #402 holding.
Net Worth Advisory Group first reported a position in iShares Select U.S. REIT ETF in Q2 2026 and has held it in 2 quarters since.
Net Worth Advisory Group's iShares Select U.S. REIT ETF position peaked at $218K in Q2 2026.
82 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q3 2026.

Based on Net Worth Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.