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 Q2	$218K	Buy	+3,228	New	+$217K	0.06%	369

Other funds holding ICF

Brewster Financial Planning Brooklyn, New York $182M AUM 15.59% 1-Year Est. Return

William Howard & Co Financial Advisors Memphis, Tennessee $129M AUM 18.64% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return

SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

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

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

JVL Associates Wyoming, Michigan $352M AUM 27.55% 1-Year Est. Return

McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return

Net Worth Advisory Group's ICF Position: Q2 2026 in Review

Net Worth Advisory Group opened a new position in iShares Select U.S. REIT ETF (ICF) in Q2 2026: 3,228 shares worth $218K. The stake represents 0.06% of the portfolio and ranks #369 among its holdings.

64 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

Net Worth Advisory Group held 3,228 shares of iShares Select U.S. REIT ETF worth $218K as of Q2 2026.
iShares Select U.S. REIT ETF was a new Net Worth Advisory Group position in Q2 2026.
iShares Select U.S. REIT ETF made up 0.06% of Net Worth Advisory Group's portfolio in Q2 2026, its #369 holding.
64 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.