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

VERITY 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	$901K	Buy	13,323 +40	+0.3%	+$2.69K	0.54%	32
2026 Q1	$822K	Buy	13,283 +22	+0.2%	+$1.38K	0.55%	33
2025 Q4	$791K	Buy	13,261 +82	+0.6%	+$4.98K	0.49%	39
2025 Q3	$812K	Buy	13,179 +46	+0.4%	+$2.81K	0.51%	39
2025 Q2	$803K	Buy	13,133 +42	+0.3%	+$2.54K	0.54%	37
2025 Q1	$805K	Buy	13,091 +129	+1%	+$7.89K	0.6%	34
2024 Q4	$781K	Buy	12,962 +59	+0.5%	+$3.76K	0.56%	35
2024 Q3	$850K	Buy	12,903 +60	+0.5%	+$3.75K	0.6%	35
2024 Q2	$736K	Buy	12,843 +31	+0.2%	+$1.72K	0.55%	36
2024 Q1	$739K	Buy	12,812 +30	+0.2%	+$1.71K	0.57%	36
2023 Q4	$751K	Buy	12,782 +3,106	+32%	+$164K	0.65%	32
2023 Q3	$485K	Hold	9,676	–	–	0.46%	40
2023 Q2	$538K	Buy	9,676 +25	+0.3%	+$1.36K	0.48%	38
2023 Q1	$536K	Buy	9,651 +32	+0.3%	+$1.82K	0.5%	40
2022 Q4	$528K	Buy	9,619 +122	+1%	+$6.67K	0.52%	39
2022 Q3	$510K	Hold	9,497	–	–	0.52%	38
2022 Q2	$577K	Buy	9,497 +22	+0.2%	+$1.45K	0.56%	36
2022 Q1	$673K	Buy	9,475 +19	+0.2%	+$1.31K	0.59%	30
2021 Q4	$719K	Buy	9,456 +71	+0.8%	+$5.02K	0.6%	30
2021 Q3	$614K	Hold	9,385	–	–	0.55%	31
2021 Q2	$613K	Buy	9,385 +61	+0.7%	+$3.83K	0.56%	30
2021 Q1	$539K	Hold	9,324	–	–	0.48%	33
2020 Q4	$502K	Buy	9,324 +42	+0.5%	+$2.22K	0.46%	33
2020 Q3	$473K	Buy	9,282 +38	+0.4%	+$1.97K	0.48%	33
2020 Q2	$466K	Buy	9,244 +78	+0.9%	+$3.84K	0.5%	33
2020 Q1	$420K	Hold	9,166	–	–	0.57%	32
2019 Q4	$536K	Buy	9,166 +80	+0.9%	+$4.7K	0.52%	32
2019 Q3	$545K	Sell	9,086 -3,556	-28%	-$208K	0.54%	32
2019 Q2	$712K	Buy	12,642 +74	+0.6%	+$4.16K	0.7%	29
2019 Q1	$699K	Buy	12,568 +78	+0.6%	+$4.11K	0.71%	30
2018 Q4	$598K	Buy	+12,490	New	+$623K	0.69%	30

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

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

VERITY Wealth Advisors increased its iShares Select U.S. REIT ETF (ICF) stake by 0.3% in Q2 2026, buying an estimated $2.69K and bringing the position to 13,323 shares worth $901K. The position accounts for 0.54% of the portfolio, ranked #32.

VERITY Wealth Advisors first reported a position in ICF in Q4 2018 and has held it in 31 quarters since. 371 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

VERITY Wealth Advisors held 13,323 shares of iShares Select U.S. REIT ETF worth $901K as of Q2 2026.
VERITY Wealth Advisors bought 40 iShares Select U.S. REIT ETF shares in Q2 2026, an estimated $2.69K.
iShares Select U.S. REIT ETF made up 0.54% of VERITY Wealth Advisors's portfolio in Q2 2026, its #32 holding.
VERITY Wealth Advisors first reported a position in iShares Select U.S. REIT ETF in Q4 2018 and has held it in 31 quarters since.
371 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on VERITY Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.