Sowell Financial Services’s iShares Select U.S. REIT ETF ICF Stock Holding History

Sowell Financial Services’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	$269K	Buy	3,984 +17	+0.4%	+$1.14K	0.01%	925
2026 Q1	$246K	Sell	3,967 -985	-20%	-$61.7K	0.01%	924
2025 Q4	$296K	Buy	4,952 +114	+2%	+$6.92K	0.01%	841
2025 Q3	$298K	Buy	4,838 +5	+0.1%	+$306	0.01%	812
2025 Q2	$296K	Sell	4,833 -52	-1%	-$3.15K	0.01%	794
2025 Q1	$301K	Buy	+4,885	New	+$299K	0.01%	764
2023 Q4	–	Sell	-13,316	Closed	-$676K	–	556
2023 Q3	$676K	Sell	13,316 -516	-4%	-$28.2K	0.04%	365
2023 Q2	$769K	Sell	13,832 -5,511	-28%	-$300K	0.04%	398
2023 Q1	$1.07M	Buy	+19,343	New	+$1.1M	0.08%	283
2022 Q1	–	Sell	-22,204	Closed	-$1.69M	–	312
2021 Q4	$1.69M	Sell	22,204 -453	-2%	-$32K	0.1%	232
2021 Q3	$1.48M	Sell	22,657 -6,915	-23%	-$474K	0.1%	229
2021 Q2	$1.93M	Buy	29,572 +5,383	+22%	+$338K	0.13%	193
2021 Q1	$1.48M	Buy	24,189 +16,441	+212%	+$906K	0.05%	305
2020 Q4	$417K	Buy	7,748 +646	+9%	+$34.2K	0.02%	573
2020 Q3	$362K	Sell	7,102 -836	-11%	-$43.3K	0.02%	556
2020 Q2	$400K	Sell	7,938 -532	-6%	-$26.2K	0.02%	514
2020 Q1	$388K	Sell	8,470 -1,866	-18%	-$104K	0.03%	468
2019 Q4	$605K	Buy	10,336 +532	+5%	+$31.3K	0.05%	390
2019 Q3	$588K	Buy	+9,804	New	+$574K	0.05%	364
2019 Q1	$1.29M	Buy	23,232 +14,274	+159%	+$751K	0.14%	162
2018 Q4	$429K	Buy	+8,958	New	+$447K	0.06%	307
2018 Q3	–	Sell	-8,156	Closed	-$411K	–	398
2018 Q2	$411K	Sell	8,156 -120	-1%	-$5.7K	0.09%	192
2018 Q1	$391K	Sell	8,276 -394	-5%	-$18.5K	0.1%	181
2017 Q4	$413K	Buy	8,670 +2,830	+48%	+$144K	0.1%	178
2017 Q3	$293K	Sell	5,840 -3,320	-36%	-$168K	0.08%	202
2017 Q2	$464K	Sell	9,160 -2,706	-23%	-$137K	0.13%	141
2017 Q1	$600K	Buy	11,866 +4,066	+52%	+$203K	0.18%	128
2016 Q4	$390K	Buy	+7,800	New	+$383K	0.13%	136

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

Sowell Financial Services's ICF Position: Q2 2026 in Review

Sowell Financial Services increased its iShares Select U.S. REIT ETF (ICF) stake by 0.43% in Q2 2026, buying an estimated $1.14K and bringing the position to 3,984 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #925.

Sowell Financial Services first reported a position in ICF in Q4 2016 and has held it in 28 quarters since. The position peaked at $1.93M in Q2 2021. 372 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

Sowell Financial Services held 3,984 shares of iShares Select U.S. REIT ETF worth $269K as of Q2 2026.
Sowell Financial Services bought 17 iShares Select U.S. REIT ETF shares in Q2 2026, an estimated $1.14K.
iShares Select U.S. REIT ETF made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #925 holding.
Sowell Financial Services first reported a position in iShares Select U.S. REIT ETF in Q4 2016 and has held it in 28 quarters since.
Sowell Financial Services's iShares Select U.S. REIT ETF position peaked at $1.93M in Q2 2021.
372 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.