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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$185K Sell
2,730
-115
-4% -$7.73K 0.02% 227
2026
Q1
$176K Sell
2,845
-641
-18% -$40.2K 0.02% 207
2025
Q4
$208K Buy
3,486
+44
+1% +$2.67K 0.03% 194
2025
Q3
$212K Buy
3,442
+127
+4% +$7.76K 0.03% 189
2025
Q2
$203K Buy
3,315
+15
+0.5% +$909 0.03% 183
2025
Q1
$203K Sell
3,300
-51
-2% -$3.12K 0.04% 179
2024
Q4
$202K Hold
3,351
0.03% 181
2024
Q3
$219K Hold
3,351
0.04% 174
2024
Q2
$202K Buy
+3,351
New +$186K 0.04% 176

Other funds holding ICF

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

Physician Wealth Advisors reduced its iShares Select U.S. REIT ETF (ICF) stake by 4% in Q2 2026, selling an estimated $7.73K and leaving 2,730 shares worth $185K. The position accounts for 0.02% of the portfolio, ranked #227.

Physician Wealth Advisors first reported a position in ICF in Q2 2024 and has held it in 9 quarters since. The position peaked at $219K in Q3 2024. 371 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

  • Physician Wealth Advisors held 2,730 shares of iShares Select U.S. REIT ETF worth $185K as of Q2 2026.
  • Physician Wealth Advisors sold 115 iShares Select U.S. REIT ETF shares in Q2 2026, an estimated $7.73K.
  • iShares Select U.S. REIT ETF made up 0.02% of Physician Wealth Advisors's portfolio in Q2 2026, its #227 holding.
  • Physician Wealth Advisors first reported a position in iShares Select U.S. REIT ETF in Q2 2024 and has held it in 9 quarters since.
  • Physician Wealth Advisors's iShares Select U.S. REIT ETF position peaked at $219K in Q3 2024.
  • 371 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.