SOA Wealth Advisors’s iShares Select U.S. REIT ETF ICF Stock Holding History

SOA Wealth 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	$4.67M	Buy	68,979 +10,241	+17%	+$688K	0.78%	27
2026 Q1	$3.64M	Buy	58,738 +1,375	+2%	+$86.2K	0.69%	30
2025 Q4	$3.42M	Buy	57,363 +2,322	+4%	+$141K	0.58%	32
2025 Q3	$3.39M	Buy	55,041 +129	+0.2%	+$7.88K	0.58%	32
2025 Q2	$3.36M	Buy	54,912 +3,470	+7%	+$210K	0.63%	31
2025 Q1	$3.17M	Sell	51,442 -572	-1%	-$35K	0.66%	31
2024 Q4	$3.13M	Buy	52,014 +1,824	+4%	+$116K	0.58%	37
2024 Q3	$3.31M	Buy	50,190 +2,856	+6%	+$178K	0.63%	37
2024 Q2	$2.71M	Buy	47,334 +18,107	+62%	+$1M	0.55%	42
2024 Q1	$1.69M	Buy	29,227 +4,216	+17%	+$241K	0.35%	53
2023 Q4	$1.47M	Buy	25,011 +3,647	+17%	+$193K	0.33%	55
2023 Q3	$1.07M	Buy	21,364 +1,612	+8%	+$88.1K	0.27%	60
2023 Q2	$1.1M	Buy	19,752 +17,500	+777%	+$952K	0.26%	61
2023 Q1	$125K	Buy	2,252 +376	+20%	+$21.4K	0.03%	205
2022 Q4	$103K	Buy	1,876 +705	+60%	+$38.6K	0.03%	220
2022 Q3	$62K	Hold	1,171	–	–	0.02%	237
2022 Q2	$71K	Hold	1,171	–	–	0.02%	232
2022 Q1	$83K	Buy	1,171 +1	+0.1%	+$69	0.02%	251
2021 Q4	$88K	Buy	1,170 +3	+0.3%	+$212	0.02%	234
2021 Q3	$76K	Hold	1,167	–	–	0.02%	256
2021 Q2	$76K	Buy	1,167 +3	+0.3%	+$189	0.02%	257
2021 Q1	$67K	Hold	1,164	–	–	0.02%	238
2020 Q4	$65K	Buy	+1,164	New	+$61.6K	0.02%	237

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

SOA Wealth Advisors's ICF Position: Q2 2026 in Review

SOA Wealth Advisors increased its iShares Select U.S. REIT ETF (ICF) stake by 17% in Q2 2026, buying an estimated $688K and bringing the position to 68,979 shares worth $4.67M. The position accounts for 0.78% of the portfolio, ranked #27.

SOA Wealth Advisors first reported a position in ICF in Q4 2020 and has held it in 23 quarters since. 371 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

SOA Wealth Advisors held 68,979 shares of iShares Select U.S. REIT ETF worth $4.67M as of Q2 2026.
SOA Wealth Advisors bought 10,241 iShares Select U.S. REIT ETF shares in Q2 2026, an estimated $688K.
iShares Select U.S. REIT ETF made up 0.78% of SOA Wealth Advisors's portfolio in Q2 2026, its #27 holding.
SOA Wealth Advisors first reported a position in iShares Select U.S. REIT ETF in Q4 2020 and has held it in 23 quarters since.
371 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.