Wealth Enhancement Advisory Services’s iShares Select U.S. REIT ETF ICF Stock Holding History

Wealth Enhancement Advisory Services’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	$1.64M	Buy	24,047 +1,549	+7%	+$104K	﹤0.01%	1711
2026 Q1	$1.42M	Sell	22,498 -11,904	-35%	-$746K	﹤0.01%	1578
2025 Q4	$2.07M	Buy	34,402 +285	+0.8%	+$17.3K	﹤0.01%	1496
2025 Q3	$2.08M	Sell	34,117 -6,024	-15%	-$368K	﹤0.01%	1409
2025 Q2	$2.48M	Sell	40,141 -5,698	-12%	-$345K	﹤0.01%	1249
2025 Q1	$2.82M	Sell	45,839 -4,386	-9%	-$268K	0.01%	1071
2024 Q4	$3.03M	Sell	50,225 -1,781	-3%	-$114K	0.01%	991
2024 Q3	$3.43M	Buy	52,006 +1,721	+3%	+$108K	0.01%	847
2024 Q2	$2.88M	Sell	50,285 -5,362	-10%	-$297K	0.01%	863
2024 Q1	$3.21M	Buy	55,647 +175	+0.3%	+$9.98K	0.01%	790
2023 Q4	$3.26M	Sell	55,472 -2,633	-5%	-$139K	0.01%	735
2023 Q3	$2.91M	Buy	+58,105	New	+$3.18M	0.01%	728
2023 Q1	–	Sell	-4,497	Closed	-$265K	–	538
2022 Q4	$265K	Sell	4,497 -3,021	-40%	-$165K	﹤0.01%	299
2022 Q3	$386K	Buy	7,518 +743	+11%	+$46.2K	0.01%	287
2022 Q2	$415K	Buy	6,775 +3,512	+108%	+$231K	0.01%	288
2022 Q1	$236K	Buy	+3,263	New	+$225K	﹤0.01%	299

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

Wealth Enhancement Advisory Services's ICF Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares Select U.S. REIT ETF (ICF) stake by 6.9% in Q2 2026, buying an estimated $104K and bringing the position to 24,047 shares worth $1.64M. The position accounts for ﹤0.01% of the portfolio, ranked #1711.

Wealth Enhancement Advisory Services first reported a position in ICF in Q1 2022 and has held it in 16 quarters since. The position peaked at $3.43M in Q3 2024. 371 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

Wealth Enhancement Advisory Services held 24,047 shares of iShares Select U.S. REIT ETF worth $1.64M as of Q2 2026.
Wealth Enhancement Advisory Services bought 1,549 iShares Select U.S. REIT ETF shares in Q2 2026, an estimated $104K.
iShares Select U.S. REIT ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1711 holding.
Wealth Enhancement Advisory Services first reported a position in iShares Select U.S. REIT ETF in Q1 2022 and has held it in 16 quarters since.
Wealth Enhancement Advisory Services's iShares Select U.S. REIT ETF position peaked at $3.43M in Q3 2024.
371 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.