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 Q3	$1.17M	Buy	18,601 +1,597	+9%	+$108K	0.27%	38
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

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

IFG Advisors St. Louis, Missouri $730M AUM 19.37% 1-Year Est. Return

Brewster Financial Planning Brooklyn, New York $181M AUM 7.92% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

IFS

Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Frank Rimerman Advisors Palo Alto, California $1.81B AUM 32.96% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PW Nova Financial Services Newtown, Pennsylvania $491M AUM 22.36% 1-Year Est. Return

Strata Wealth Advisors's ICF Position: Q3 2026 in Review

Strata Wealth Advisors increased its iShares Select U.S. REIT ETF (ICF) stake by 9.4% in Q3 2026, buying an estimated $108K and bringing the position to 18,601 shares worth $1.17M. The position accounts for 0.27% of the portfolio, ranked #38.

Strata Wealth Advisors first reported a position in ICF in Q3 2024 and has held it in 9 quarters since. 95 funds tracked by Wall St. Rank hold ICF as of Q3 2026.

Strata Wealth Advisors held 18,601 shares of iShares Select U.S. REIT ETF worth $1.17M as of Q3 2026.
Strata Wealth Advisors bought 1,597 iShares Select U.S. REIT ETF shares in Q3 2026, an estimated $108K.
iShares Select U.S. REIT ETF made up 0.27% of Strata Wealth Advisors's portfolio in Q3 2026, its #38 holding.
Strata Wealth Advisors first reported a position in iShares Select U.S. REIT ETF in Q3 2024 and has held it in 9 quarters since.
95 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q3 2026.

Based on Strata Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.