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

Strategic 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 		$108K Hold
1,826
– – 0.09% 69
2026
Q1 		$113K Hold
1,826
– – 0.09% 66
2025
Q4 		$108K Buy
+1,826
New +$111K 0.09% 69

Other funds holding ICF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Strategic Wealth Advisors held its iShares Select U.S. REIT ETF (ICF) position steady in Q2 2026 at 1,826 shares worth $108K. The position accounts for 0.09% of the portfolio, ranked #69.

Strategic Wealth Advisors first reported a position in ICF in Q4 2025 and has held it in 3 quarters since. The position peaked at $113K in Q1 2026. 369 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

  • Strategic Wealth Advisors held 1,826 shares of iShares Select U.S. REIT ETF worth $108K as of Q2 2026.
  • Strategic Wealth Advisors left its iShares Select U.S. REIT ETF share count unchanged in Q2 2026.
  • iShares Select U.S. REIT ETF made up 0.09% of Strategic Wealth Advisors's portfolio in Q2 2026, its #69 holding.
  • Strategic Wealth Advisors first reported a position in iShares Select U.S. REIT ETF in Q4 2025 and has held it in 3 quarters since.
  • Strategic Wealth Advisors's iShares Select U.S. REIT ETF position peaked at $113K in Q1 2026.
  • 369 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on Strategic Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.