Sequoia Financial Advisors’s iShares Select U.S. REIT ETF ICF Stock Holding History

Sequoia Financial 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	$365K	Sell	5,397 -22	-0.4%	-$1.48K	﹤0.01%	1541
2026 Q1	$335K	Sell	5,419 -29	-0.5%	-$1.82K	﹤0.01%	1501
2025 Q4	$325K	Buy	5,448 +176	+3%	+$10.7K	﹤0.01%	1520
2025 Q3	$325K	Sell	5,272 -260	-5%	-$15.9K	﹤0.01%	1348
2025 Q2	$338K	Sell	5,532 -254	-4%	-$15.4K	﹤0.01%	1208
2025 Q1	$356K	Buy	5,786 +254	+5%	+$15.5K	﹤0.01%	997
2024 Q4	$333K	Hold	5,532	–	–	﹤0.01%	982
2024 Q3	$365K	Buy	5,532 +260	+5%	+$16.2K	﹤0.01%	886
2024 Q2	$302K	Hold	5,272	–	–	﹤0.01%	889
2024 Q1	$304K	Hold	5,272	–	–	﹤0.01%	854
2023 Q4	$310K	Hold	5,272	–	–	﹤0.01%	913
2023 Q3	$264K	Hold	5,272	–	–	﹤0.01%	737
2023 Q2	$293K	Hold	5,272	–	–	0.01%	712
2023 Q1	$293K	Hold	5,272	–	–	0.01%	633
2022 Q4	$289K	Buy	+5,272	New	+$288K	0.01%	598
2022 Q2	–	Sell	-5,272	Closed	-$374K	–	631
2022 Q1	$374K	Hold	5,272	–	–	0.01%	432
2021 Q4	$401K	Hold	5,272	–	–	0.01%	375
2021 Q3	$345K	Hold	5,272	–	–	0.04%	191
2021 Q2	$345K	Hold	5,272	–	–	0.01%	344
2021 Q1	$305K	Hold	5,272	–	–	0.01%	332
2020 Q4	$284K	Hold	5,272	–	–	0.01%	329
2020 Q3	$269K	Hold	5,272	–	–	0.01%	313
2020 Q2	$266K	Hold	5,272	–	–	0.02%	306
2020 Q1	$241K	Hold	5,272	–	–	0.02%	303
2019 Q4	$308K	Sell	5,272 -2,792	-35%	-$164K	0.02%	295
2019 Q3	$484K	Hold	8,064	–	–	0.04%	202
2019 Q2	$454K	Hold	8,064	–	–	0.03%	211
2019 Q1	$448K	Buy	8,064 +2,792	+53%	+$147K	0.04%	201
2018 Q4	$252K	Hold	5,272	–	–	0.03%	242
2018 Q3	$264K	Hold	5,272	–	–	0.03%	252
2018 Q2	$263K	Hold	5,272	–	–	0.03%	249
2018 Q1	$246K	Sell	5,272 -206	-4%	-$9.66K	0.03%	248
2017 Q4	$278K	Buy	5,478 +206	+4%	+$10.5K	0.03%	230
2017 Q3	$265K	Hold	5,272	–	–	0.03%	225
2017 Q2	$267K	Hold	5,272	–	–	0.03%	223
2017 Q1	$263K	Hold	5,272	–	–	0.03%	223
2016 Q4	$263K	Hold	5,272	–	–	0.04%	219
2016 Q3	$277K	Hold	5,272	–	–	0.05%	180
2016 Q2	$285K	Hold	5,272	–	–	0.08%	177
2016 Q1	$272K	Hold	5,272	–	–	0.09%	149
2015 Q4	$262K	Hold	5,272	–	–	0.11%	138
2015 Q3	$244K	Hold	5,272	–	–	0.11%	141
2015 Q2	$236K	Hold	5,272	–	–	0.1%	161
2015 Q1	$267K	Hold	5,272	–	–	0.12%	143
2014 Q4	$255K	Hold	5,272	–	–	0.17%	125
2014 Q3	$223K	Hold	5,272	–	–	0.15%	145
2014 Q2	$230K	Hold	5,272	–	–	0.17%	138
2014 Q1	$217K	Buy	+5,272	New	+$210K	0.18%	142

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

Sequoia Financial Advisors's ICF Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its iShares Select U.S. REIT ETF (ICF) stake by 0.41% in Q2 2026, selling an estimated $1.48K and leaving 5,397 shares worth $365K. The position accounts for ﹤0.01% of the portfolio, ranked #1541.

Sequoia Financial Advisors first reported a position in ICF in Q1 2014 and has held it in 48 quarters since. The position peaked at $484K in Q3 2019. 370 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

Sequoia Financial Advisors held 5,397 shares of iShares Select U.S. REIT ETF worth $365K as of Q2 2026.
Sequoia Financial Advisors sold 22 iShares Select U.S. REIT ETF shares in Q2 2026, an estimated $1.48K.
iShares Select U.S. REIT ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1541 holding.
Sequoia Financial Advisors first reported a position in iShares Select U.S. REIT ETF in Q1 2014 and has held it in 48 quarters since.
Sequoia Financial Advisors's iShares Select U.S. REIT ETF position peaked at $484K in Q3 2019.
370 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.