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

Strata 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 Q1	$1.12M	Buy	18,150 +4,073	+29%	+$255K	0.31%	34
2025 Q4	$840K	Buy	14,077 +4,683	+50%	+$284K	0.23%	40
2025 Q3	$579K	Sell	9,394 -653	-6%	-$39.9K	0.15%	55
2025 Q2	$614K	Buy	10,047 +492	+5%	+$29.8K	0.17%	46
2025 Q1	$588K	Buy	9,555 +4,683	+96%	+$286K	0.18%	44
2024 Q4	$294K	Buy	4,872 +1,812	+59%	+$116K	0.09%	64
2024 Q3	$202K	Buy	+3,060	New	+$191K	0.06%	73

Other funds holding ICF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return

Strata Wealth Advisors's ICF Position: Q1 2026 in Review

Strata Wealth Advisors increased its iShares Select U.S. REIT ETF (ICF) stake by 29% in Q1 2026, buying an estimated $255K and bringing the position to 18,150 shares worth $1.12M. The position accounts for 0.31% of the portfolio, ranked #34.

Strata Wealth Advisors first reported a position in ICF in Q3 2024 and has held it in 7 quarters since. 358 funds tracked by Wall St. Rank hold ICF as of Q1 2026.

Strata Wealth Advisors held 18,150 shares of iShares Select U.S. REIT ETF worth $1.12M as of Q1 2026.
Strata Wealth Advisors bought 4,073 iShares Select U.S. REIT ETF shares in Q1 2026, an estimated $255K.
iShares Select U.S. REIT ETF made up 0.31% of Strata Wealth Advisors's portfolio in Q1 2026, its #34 holding.
Strata Wealth Advisors first reported a position in iShares Select U.S. REIT ETF in Q3 2024 and has held it in 7 quarters since.
358 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q1 2026.

Based on Strata Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.