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

Waverly 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	$21.8K	Hold	322	–	–	﹤0.01%	1724
2026 Q1	$19.9K	Hold	322	–	–	﹤0.01%	1589
2025 Q4	$19.2K	Buy	+322	New	+$19.6K	﹤0.01%	1460

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

Waverly Advisors's ICF Position: Q2 2026 in Review

Waverly Advisors held its iShares Select U.S. REIT ETF (ICF) position steady in Q2 2026 at 322 shares worth $21.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1724.

Waverly Advisors first reported a position in ICF in Q4 2025 and has held it in 3 quarters since. 371 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

Waverly Advisors held 322 shares of iShares Select U.S. REIT ETF worth $21.8K as of Q2 2026.
Waverly Advisors left its iShares Select U.S. REIT ETF share count unchanged in Q2 2026.
iShares Select U.S. REIT ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1724 holding.
Waverly Advisors first reported a position in iShares Select U.S. REIT ETF in Q4 2025 and has held it in 3 quarters since.
371 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.