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

Spire 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	$1.1M	Hold	16,308	–	–	0.03%	368
2026 Q1	$1.01M	Sell	16,308 -714	-4%	-$44.8K	0.03%	381
2025 Q4	$1.02M	Sell	17,022 -8,406	-33%	-$510K	0.03%	386
2025 Q3	$1.57M	Hold	25,428	–	–	0.05%	289
2025 Q2	$1.56M	Hold	25,428	–	–	0.06%	280
2025 Q1	$1.56M	Sell	25,428 -9,001	-26%	-$550K	0.05%	306
2024 Q4	$2.07M	Hold	34,429	–	–	0.06%	237
2024 Q3	$2.27M	Sell	34,429 -848	-2%	-$53K	0.08%	208
2024 Q2	$2.02M	Buy	35,277 +162	+0.5%	+$8.98K	0.07%	230
2024 Q1	$2.03M	Buy	35,115 +1,965	+6%	+$112K	0.04%	250
2023 Q4	$1.89M	Buy	33,150 +20,124	+154%	+$1.06M	0.06%	251
2023 Q3	$653K	Buy	13,026 +658	+5%	+$36K	0.02%	424
2023 Q2	$687K	Sell	12,368 -552	-4%	-$30K	0.03%	426
2023 Q1	$718K	Buy	12,920 +2,982	+30%	+$170K	0.03%	404
2022 Q4	$545K	Sell	9,938 -2,107	-17%	-$115K	0.03%	349
2022 Q3	$646K	Sell	12,045 -1,641	-12%	-$102K	0.04%	286
2022 Q2	$832K	Sell	13,686 -2,510	-15%	-$165K	0.03%	363
2022 Q1	$1.15M	Sell	16,196 -295	-2%	-$20.3K	0.03%	359
2021 Q4	$1.25M	Sell	16,491 -1,479	-8%	-$105K	0.03%	404
2021 Q3	$1.18M	Hold	17,970	–	–	0.03%	373
2021 Q2	$1.17M	Buy	17,970 +3,500	+24%	+$220K	0.03%	384
2021 Q1	$837K	Buy	+14,470	New	+$797K	0.02%	500

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 29.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Spire Wealth Management held its iShares Select U.S. REIT ETF (ICF) position steady in Q2 2026 at 16,308 shares worth $1.1M. The position accounts for 0.03% of the portfolio, ranked #368.

Spire Wealth Management first reported a position in ICF in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.27M in Q3 2024. 369 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

Spire Wealth Management held 16,308 shares of iShares Select U.S. REIT ETF worth $1.1M as of Q2 2026.
Spire Wealth Management left its iShares Select U.S. REIT ETF share count unchanged in Q2 2026.
iShares Select U.S. REIT ETF made up 0.03% of Spire Wealth Management's portfolio in Q2 2026, its #368 holding.
Spire Wealth Management first reported a position in iShares Select U.S. REIT ETF in Q1 2021 and has held it in 22 quarters since.
Spire Wealth Management's iShares Select U.S. REIT ETF position peaked at $2.27M in Q3 2024.
369 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.