Sunbelt Securities’s iShares Select U.S. REIT ETF ICF Stock Holding History

Sunbelt Securities’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	$266K	Hold	4,293	–	–	0.02%	557
2025 Q4	$256K	Sell	4,293 -434	-9%	-$26.4K	0.02%	567
2025 Q3	$291K	Sell	4,727 -1,010	-18%	-$61.7K	0.02%	534
2025 Q2	$346K	Hold	5,737	–	–	0.03%	440
2025 Q1	$353K	Hold	5,737	–	–	0.03%	410
2024 Q4	$342K	Sell	5,737 -250	-4%	-$15.9K	0.03%	445
2024 Q3	$395K	Buy	5,987 +400	+7%	+$25K	0.04%	413
2024 Q2	$320K	Hold	5,587	–	–	0.03%	440
2024 Q1	$322K	Hold	5,587	–	–	0.04%	416
2023 Q4	$328K	Sell	5,587 -605	-10%	-$32K	0.04%	392
2023 Q3	$311K	Hold	6,192	–	–	0.04%	399
2023 Q2	$344K	Buy	6,192 +435	+8%	+$23.7K	0.05%	352
2023 Q1	$312K	Sell	5,757 -433	-7%	-$24.6K	0.05%	345
2022 Q4	$339K	Buy	6,190 +1,381	+29%	+$75.5K	0.07%	324
2022 Q3	$258K	Sell	4,809 -2,851	-37%	-$177K	0.05%	361
2022 Q2	$465K	Buy	7,660 +2,496	+48%	+$164K	0.1%	253
2022 Q1	$371K	Buy	5,164 +230	+5%	+$15.8K	0.07%	313
2021 Q4	$334K	Buy	4,934 +1,203	+32%	+$85K	0.05%	347
2021 Q3	$255K	Hold	3,731	–	–	0.05%	381
2021 Q2	$255K	Buy	+3,731	New	+$234K	0.05%	380

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Sunbelt Securities's ICF Position: Q1 2026 in Review

Sunbelt Securities held its iShares Select U.S. REIT ETF (ICF) position steady in Q1 2026 at 4,293 shares worth $266K. The position accounts for 0.02% of the portfolio, ranked #557.

Sunbelt Securities first reported a position in ICF in Q2 2021 and has held it in 20 quarters since. The position peaked at $465K in Q2 2022. 360 funds tracked by Wall St. Rank hold ICF as of Q1 2026.

Sunbelt Securities held 4,293 shares of iShares Select U.S. REIT ETF worth $266K as of Q1 2026.
Sunbelt Securities left its iShares Select U.S. REIT ETF share count unchanged in Q1 2026.
iShares Select U.S. REIT ETF made up 0.02% of Sunbelt Securities's portfolio in Q1 2026, its #557 holding.
Sunbelt Securities first reported a position in iShares Select U.S. REIT ETF in Q2 2021 and has held it in 20 quarters since.
Sunbelt Securities's iShares Select U.S. REIT ETF position peaked at $465K in Q2 2022.
360 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.