Sawyer Falduto Asset Management’s iShares Select U.S. REIT ETF ICF Stock Holding History

Sawyer Falduto Asset Management’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	$1.61M	Buy	23,852 +3,059	+15%	+$206K	1.32%	11
2026 Q1	$1.29M	Sell	20,793 -415	-2%	-$26K	1.19%	11
2025 Q4	$1.27M	Buy	+21,208	New	+$1.29M	1.16%	12

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 29.2% 1-Year Est. Return

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

Sawyer Falduto Asset Management's ICF Position: Q2 2026 in Review

Sawyer Falduto Asset Management increased its iShares Select U.S. REIT ETF (ICF) stake by 15% in Q2 2026, buying an estimated $206K and bringing the position to 23,852 shares worth $1.61M. The position accounts for 1.32% of the portfolio, ranked #11.

Sawyer Falduto Asset Management first reported a position in ICF in Q4 2025 and has held it in 3 quarters since. 369 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

Sawyer Falduto Asset Management held 23,852 shares of iShares Select U.S. REIT ETF worth $1.61M as of Q2 2026.
Sawyer Falduto Asset Management bought 3,059 iShares Select U.S. REIT ETF shares in Q2 2026, an estimated $206K.
iShares Select U.S. REIT ETF made up 1.32% of Sawyer Falduto Asset Management's portfolio in Q2 2026, its #11 holding.
Sawyer Falduto Asset Management first reported a position in iShares Select U.S. REIT ETF in Q4 2025 and has held it in 3 quarters since.
369 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on Sawyer Falduto Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.