Sage Capital Advisors’s iShares Select U.S. REIT ETF ICF Stock Holding History

Sage Capital 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	$264K	Buy	3,900 +5	+0.1%	+$336	0.05%	128
2026 Q1	$241K	Buy	3,895 +74	+2%	+$4.64K	0.06%	123
2025 Q4	$228K	Sell	3,821 -14	-0.4%	-$850	0.05%	125
2025 Q3	$236K	Buy	3,835 +5	+0.1%	+$306	0.06%	126
2025 Q2	$234K	Buy	3,830 +5	+0.1%	+$303	0.06%	128
2025 Q1	$235K	Buy	+3,825	New	+$234K	0.06%	126

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

Sage Capital Advisors's ICF Position: Q2 2026 in Review

Sage Capital Advisors increased its iShares Select U.S. REIT ETF (ICF) stake by 0.13% in Q2 2026, buying an estimated $336 and bringing the position to 3,900 shares worth $264K. The position accounts for 0.05% of the portfolio, ranked #128.

Sage Capital Advisors first reported a position in ICF in Q1 2025 and has held it in 6 quarters since. 371 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

Sage Capital Advisors held 3,900 shares of iShares Select U.S. REIT ETF worth $264K as of Q2 2026.
Sage Capital Advisors bought 5 iShares Select U.S. REIT ETF shares in Q2 2026, an estimated $336.
iShares Select U.S. REIT ETF made up 0.05% of Sage Capital Advisors's portfolio in Q2 2026, its #128 holding.
Sage Capital Advisors first reported a position in iShares Select U.S. REIT ETF in Q1 2025 and has held it in 6 quarters since.
371 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on Sage Capital Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.