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 Q2	$1.15M	Sell	17,004 -1,146	-6%	-$77K	0.28%	35
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 $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

Strata Wealth Advisors's ICF Position: Q2 2026 in Review

Strata Wealth Advisors reduced its iShares Select U.S. REIT ETF (ICF) stake by 6.3% in Q2 2026, selling an estimated $77K and leaving 17,004 shares worth $1.15M. The position accounts for 0.28% of the portfolio, ranked #35.

Strata Wealth Advisors first reported a position in ICF in Q3 2024 and has held it in 8 quarters since. 371 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

Strata Wealth Advisors held 17,004 shares of iShares Select U.S. REIT ETF worth $1.15M as of Q2 2026.
Strata Wealth Advisors sold 1,146 iShares Select U.S. REIT ETF shares in Q2 2026, an estimated $77K.
iShares Select U.S. REIT ETF made up 0.28% of Strata Wealth Advisors's portfolio in Q2 2026, its #35 holding.
Strata Wealth Advisors first reported a position in iShares Select U.S. REIT ETF in Q3 2024 and has held it in 8 quarters since.
371 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on Strata Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.