Oak Wealth Advisors’s iShares Select U.S. REIT ETF ICF Stock Holding History

Oak Wealth 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 Q2	$465K	Sell	6,879 -626	-8%	-$42.1K	0.22%	51
2026 Q1	$464K	Buy	7,505 +284	+4%	+$17.8K	0.26%	44
2025 Q4	$431K	Buy	7,221 +437	+6%	+$26.5K	0.25%	42
2025 Q3	$418K	Buy	6,784 +110	+2%	+$6.72K	0.24%	42
2025 Q2	$408K	Buy	6,674 +167	+3%	+$10.1K	0.26%	43
2025 Q1	$400K	Buy	6,507 +755	+13%	+$46.2K	0.3%	39
2024 Q4	$347K	Buy	+5,752	New	+$367K	0.27%	42

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 29.18% 1-Year Est. Return

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

Oak Wealth Advisors's ICF Position: Q2 2026 in Review

Oak Wealth Advisors reduced its iShares Select U.S. REIT ETF (ICF) stake by 8.3% in Q2 2026, selling an estimated $42.1K and leaving 6,879 shares worth $465K. The position accounts for 0.22% of the portfolio, ranked #51.

Oak Wealth Advisors first reported a position in ICF in Q4 2024 and has held it in 7 quarters since. 371 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

Oak Wealth Advisors held 6,879 shares of iShares Select U.S. REIT ETF worth $465K as of Q2 2026.
Oak Wealth Advisors sold 626 iShares Select U.S. REIT ETF shares in Q2 2026, an estimated $42.1K.
iShares Select U.S. REIT ETF made up 0.22% of Oak Wealth Advisors's portfolio in Q2 2026, its #51 holding.
Oak Wealth Advisors first reported a position in iShares Select U.S. REIT ETF in Q4 2024 and has held it in 7 quarters since.
371 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on Oak Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.