Wealthcare Advisory Partners’s iShares Select U.S. REIT ETF ICF Stock Holding History

Wealthcare Advisory Partners’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	$710K	Buy	10,495 +717	+7%	+$48.2K	0.01%	604
2026 Q1	$605K	Buy	9,778 +600	+7%	+$37.6K	0.01%	645
2025 Q4	$548K	Buy	9,178 +2,476	+37%	+$150K	0.01%	667
2025 Q3	$413K	Sell	6,702 -1,407	-17%	-$86K	0.01%	730
2025 Q2	$496K	Buy	+8,109	New	+$491K	0.01%	644
2021 Q2	–	Sell	-408	Closed	-$24K	–	1148
2021 Q1	$24K	Buy	+408	New	+$22.5K	﹤0.01%	1138
2020 Q2	–	Sell	-190	Closed	-$9K	–	807
2020 Q1	$9K	Sell	190 -56	-23%	-$3.13K	﹤0.01%	947
2019 Q4	$14K	Hold	246	–	–	﹤0.01%	855
2019 Q3	$15K	Sell	246 -232	-49%	-$13.6K	﹤0.01%	825
2019 Q2	$27K	Hold	478	–	–	﹤0.01%	651
2019 Q1	$27K	Buy	478 +288	+152%	+$15.2K	﹤0.01%	588
2018 Q4	$9K	Hold	190	–	–	﹤0.01%	809
2018 Q3	$10K	Hold	190	–	–	﹤0.01%	842
2018 Q2	$9K	Buy	190 +42	+28%	+$2K	﹤0.01%	862
2018 Q1	$7K	Hold	148	–	–	﹤0.01%	789
2017 Q4	$7K	Hold	148	–	–	﹤0.01%	737
2017 Q3	$7K	Buy	+148	New	+$7.5K	﹤0.01%	600

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

Wealthcare Advisory Partners's ICF Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its iShares Select U.S. REIT ETF (ICF) stake by 7.3% in Q2 2026, buying an estimated $48.2K and bringing the position to 10,495 shares worth $710K. The position accounts for 0.01% of the portfolio, ranked #604.

Wealthcare Advisory Partners first reported a position in ICF in Q3 2017 and has held it in 17 quarters since. 371 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

Wealthcare Advisory Partners held 10,495 shares of iShares Select U.S. REIT ETF worth $710K as of Q2 2026.
Wealthcare Advisory Partners bought 717 iShares Select U.S. REIT ETF shares in Q2 2026, an estimated $48.2K.
iShares Select U.S. REIT ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #604 holding.
Wealthcare Advisory Partners first reported a position in iShares Select U.S. REIT ETF in Q3 2017 and has held it in 17 quarters since.
371 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.