SHP Wealth Management’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
Q1
$20.7K Buy
335
+23
+7% +$1.44K ﹤0.01% 713
2025
Q4
$18.6K Buy
+312
New +$18.9K ﹤0.01% 701

Other funds holding ICF

SHP Wealth Management's ICF Position: Q1 2026 in Review

SHP Wealth Management increased its iShares Select U.S. REIT ETF (ICF) stake by 7.4% in Q1 2026, buying an estimated $1.44K and bringing the position to 335 shares worth $20.7K. The position accounts for ﹤0.01% of the portfolio, ranked #713.

SHP Wealth Management first reported a position in ICF in Q4 2025 and has held it in 2 quarters since. 360 funds tracked by Wall St. Rank hold ICF as of Q1 2026.

  • SHP Wealth Management held 335 shares of iShares Select U.S. REIT ETF worth $20.7K as of Q1 2026.
  • SHP Wealth Management bought 23 iShares Select U.S. REIT ETF shares in Q1 2026, an estimated $1.44K.
  • iShares Select U.S. REIT ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #713 holding.
  • SHP Wealth Management first reported a position in iShares Select U.S. REIT ETF in Q4 2025 and has held it in 2 quarters since.
  • 360 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.