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Sterling Investment Advisors (Pennsylvania)’s iShares Select U.S. REIT ETF ICF Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 		$488K Hold
7,210
– – 0.08% 151
2026
Q1 		$446K Sell
7,210
-160
-2% -$10K 0.08% 146
2025
Q4 		$440K Buy
7,370
+2,150
+41% +$131K 0.08% 149
2025
Q3 		$322K Hold
5,220
– – 0.06% 155
2025
Q2 		$319K Buy
5,220
+160
+3% +$9.7K 0.07% 149
2025
Q1 		$311K Sell
5,060
-275
-5% -$16.8K 0.07% 146
2024
Q4 		$321K Buy
5,335
+310
+6% +$19.8K 0.08% 127
2024
Q3 		$331K Hold
5,025
– – 0.08% 119
2024
Q2 		$288K Buy
5,025
+400
+9% +$22.2K 0.08% 122
2024
Q1 		$267K Hold
4,625
– – 0.08% 129
2023
Q4 		$272K Buy
4,625
+300
+7% +$15.9K 0.08% 119
2023
Q3 		$217K Buy
4,325
+550
+15% +$30.1K 0.08% 124
2023
Q2 		$210K Hold
3,775
– – 0.07% 127
2023
Q1 		$210K Buy
+3,775
New +$215K 0.07% 127
2022
Q3 		– Sell
-1,280
Closed -$78K – 279
2022
Q2 		$78K Hold
1,280
– – 0.03% 197
2022
Q1 		$91K Buy
1,280
+530
+71% +$36.5K 0.03% 199
2021
Q4 		$57K Hold
750
– – 0.02% 239
2021
Q3 		$49K Buy
+750
New +$51.4K 0.01% 249
2020
Q2 		– Sell
-9,600
Closed -$439K – 422
2020
Q1 		$439K Buy
9,600
+600
+7% +$33.6K 0.23% 84
2019
Q4 		$526K Sell
9,000
-400
-4% -$23.5K 0.24% 81
2019
Q3 		$564K Sell
9,400
-430
-4% -$25.2K 0.29% 77
2019
Q2 		$554K Sell
9,830
-2,000
-17% -$112K 0.28% 80
2019
Q1 		$658K Buy
11,830
+200
+2% +$10.5K 0.34% 77
2018
Q4 		$556K Buy
11,630
+480
+4% +$23.9K 0.33% 75
2018
Q3 		$558K Buy
11,150
+250
+2% +$12.7K 0.29% 76
2018
Q2 		$544K Hold
10,900
– – 0.32% 77
2018
Q1 		$508K Sell
10,900
-500
-4% -$23.4K 0.31% 74
2017
Q4 		$578K Buy
11,400
+1,000
+10% +$50.9K 0.36% 72
2017
Q3 		$523K Buy
10,400
+700
+7% +$35.5K 0.35% 73
2017
Q2 		$490K Buy
9,700
+650
+7% +$32.8K 0.33% 75
2017
Q1 		$451K Buy
9,050
+3,200
+55% +$160K 0.32% 72
2016
Q4 		$291K Buy
+5,850
New +$287K 0.23% 77

Other funds holding ICF

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
IA
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WHCFA
William Howard & Co Financial Advisors Memphis, Tennessee $129M AUM 18.64% 1-Year Est. Return
BP
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

Sterling Investment Advisors (Pennsylvania)'s ICF Position: Q2 2026 in Review

Sterling Investment Advisors (Pennsylvania) held its iShares Select U.S. REIT ETF (ICF) position steady in Q2 2026 at 7,210 shares worth $488K. The position accounts for 0.08% of the portfolio, ranked #151.

Sterling Investment Advisors (Pennsylvania) first reported a position in ICF in Q4 2016 and has held it in 32 quarters since. The position peaked at $658K in Q1 2019. 139 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

  • Sterling Investment Advisors (Pennsylvania) held 7,210 shares of iShares Select U.S. REIT ETF worth $488K as of Q2 2026.
  • Sterling Investment Advisors (Pennsylvania) left its iShares Select U.S. REIT ETF share count unchanged in Q2 2026.
  • iShares Select U.S. REIT ETF made up 0.08% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #151 holding.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in iShares Select U.S. REIT ETF in Q4 2016 and has held it in 32 quarters since.
  • Sterling Investment Advisors (Pennsylvania)'s iShares Select U.S. REIT ETF position peaked at $658K in Q1 2019.
  • 139 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.