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S.A. Mason’s iShares Select U.S. REIT ETF ICF Stock Holding History

S.A. Mason’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 		$104K Hold
1,658
– – 0.03% 280
2026
Q2 		$112K Hold
1,658
– – 0.03% 271
2026
Q1 		$103K Buy
+1,658
New +$104K 0.04% 266

Other funds holding ICF

Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
IFG Advisors
IFG Advisors St. Louis, Missouri $730M AUM 19.37% 1-Year Est. Return
BFP
Brewster Financial Planning Brooklyn, New York $181M AUM 7.92% 1-Year Est. Return
AWM Capital
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
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
Frank Rimerman Advisors
Frank Rimerman Advisors Palo Alto, California $1.81B AUM 32.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PNFS
PW Nova Financial Services Newtown, Pennsylvania $491M AUM 22.36% 1-Year Est. Return
JA
JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return

S.A. Mason's ICF Position: Q3 2026 in Review

S.A. Mason held its iShares Select U.S. REIT ETF (ICF) position steady in Q3 2026 at 1,658 shares worth $104K. The position accounts for 0.03% of the portfolio, ranked #280.

S.A. Mason first reported a position in ICF in Q1 2026 and has held it in 3 quarters since. The position peaked at $112K in Q2 2026. 72 funds tracked by Wall St. Rank hold ICF as of Q3 2026.

  • S.A. Mason held 1,658 shares of iShares Select U.S. REIT ETF worth $104K as of Q3 2026.
  • S.A. Mason left its iShares Select U.S. REIT ETF share count unchanged in Q3 2026.
  • iShares Select U.S. REIT ETF made up 0.03% of S.A. Mason's portfolio in Q3 2026, its #280 holding.
  • S.A. Mason first reported a position in iShares Select U.S. REIT ETF in Q1 2026 and has held it in 3 quarters since.
  • S.A. Mason's iShares Select U.S. REIT ETF position peaked at $112K in Q2 2026.
  • 72 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q3 2026.

Based on S.A. Mason's 13F filing for Q3 2026, filed 13 Oct 2026.