Sound Income Strategies’s iShares Select U.S. REIT ETF ICF Stock Holding History

Sound Income Strategies’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	$669K	Buy	9,892 +2,565	+35%	+$172K	0.03%	249
2026 Q1	$456K	Buy	7,327 +271	+4%	+$17K	0.02%	263
2025 Q4	$439K	Buy	7,056 +7,049	+100,700%	+$428K	0.02%	272
2025 Q3	$423	Hold	7	–	–	﹤0.01%	1548
2025 Q2	$428	Hold	7	–	–	﹤0.01%	1473
2025 Q1	$431	Hold	7	–	–	﹤0.01%	1429
2024 Q4	$422	Buy	+7	New	+$446	﹤0.01%	1366

Other funds holding ICF

IFG Advisors St. Louis, Missouri $725M AUM 27.52% 1-Year Est. Return

BFP

Brewster Financial Planning Brooklyn, New York $182M AUM 15.59% 1-Year Est. Return

WHCFA

William Howard & Co Financial Advisors Memphis, Tennessee $129M AUM 18.64% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

IWP

Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

IFS

Ifrah Financial Services Little Rock, Arkansas $409M AUM 28.15% 1-Year Est. Return

SWA

SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

MAWCM

Mine & Arao Wealth Creation & Management Campbell, California $276M AUM 29.13% 1-Year Est. Return

Sound Income Strategies's ICF Position: Q2 2026 in Review

Sound Income Strategies increased its iShares Select U.S. REIT ETF (ICF) stake by 35% in Q2 2026, buying an estimated $172K and bringing the position to 9,892 shares worth $669K. The position accounts for 0.03% of the portfolio, ranked #249.

Sound Income Strategies first reported a position in ICF in Q4 2024 and has held it in 7 quarters since. 108 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

Sound Income Strategies held 9,892 shares of iShares Select U.S. REIT ETF worth $669K as of Q2 2026.
Sound Income Strategies bought 2,565 iShares Select U.S. REIT ETF shares in Q2 2026, an estimated $172K.
iShares Select U.S. REIT ETF made up 0.03% of Sound Income Strategies's portfolio in Q2 2026, its #249 holding.
Sound Income Strategies first reported a position in iShares Select U.S. REIT ETF in Q4 2024 and has held it in 7 quarters since.
108 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.