SHP Wealth Management’s iShares Select U.S. REIT ETF ICF Stock Holding History

SHP Wealth 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	$22.7K	Hold	335	–	–	﹤0.01%	751
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

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

SHP Wealth Management's ICF Position: Q2 2026 in Review

SHP Wealth Management held its iShares Select U.S. REIT ETF (ICF) position steady in Q2 2026 at 335 shares worth $22.7K. The position accounts for ﹤0.01% of the portfolio, ranked #751.

SHP Wealth Management first reported a position in ICF in Q4 2025 and has held it in 3 quarters since. 372 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

SHP Wealth Management held 335 shares of iShares Select U.S. REIT ETF worth $22.7K as of Q2 2026.
SHP Wealth Management left its iShares Select U.S. REIT ETF share count unchanged in Q2 2026.
iShares Select U.S. REIT ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #751 holding.
SHP Wealth Management first reported a position in iShares Select U.S. REIT ETF in Q4 2025 and has held it in 3 quarters since.
372 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.