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

WealthShield 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	–	Sell	-228	Closed	-$14.1K	–	490
2026 Q1	$14.1K	Hold	228	–	–	﹤0.01%	519
2025 Q4	$13.6K	Hold	228	–	–	﹤0.01%	499
2025 Q3	$14K	Hold	228	–	–	﹤0.01%	495
2025 Q2	$13.9K	Hold	228	–	–	﹤0.01%	486
2025 Q1	$14K	Hold	228	–	–	﹤0.01%	470
2024 Q4	$13.7K	Sell	228 -111	-33%	-$7.08K	﹤0.01%	437
2024 Q3	$22.3K	Hold	339	–	–	﹤0.01%	424
2024 Q2	$19.4K	Hold	339	–	–	﹤0.01%	404
2024 Q1	$19.6K	Buy	339 +31	+10%	+$1.77K	﹤0.01%	399
2023 Q4	$18.1K	Hold	308	–	–	﹤0.01%	411
2023 Q3	$15.6K	Hold	308	–	–	﹤0.01%	424
2023 Q2	$17.1K	Sell	308 -48	-13%	-$2.61K	﹤0.01%	425
2023 Q1	$19.8K	Buy	+356	New	+$20.2K	﹤0.01%	415
2022 Q3	–	Sell	-11,609	Closed	-$705K	–	301
2022 Q2	$705K	Buy	+11,609	New	+$763K	0.14%	171
2021 Q4	–	Sell	-16,328	Closed	-$1.07M	–	290
2021 Q3	$1.07M	Buy	16,328 +14,555	+821%	+$997K	0.29%	78
2021 Q2	$116K	Hold	1,773	–	–	0.02%	337
2021 Q1	$102K	Buy	+1,773	New	+$97.7K	0.02%	339

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

Foundations Investment Advisors Phoenix, Arizona $9.7B 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

WealthShield Partners's ICF Position: Q2 2026 in Review

WealthShield Partners sold out of iShares Select U.S. REIT ETF (ICF) in Q2 2026, closing a stake of 228 shares — an estimated $14.1K sold.

WealthShield Partners first reported a position in ICF in Q1 2021 and held it in 17 quarters. The position peaked at $1.07M in Q3 2021. 375 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

WealthShield Partners reported no remaining iShares Select U.S. REIT ETF position as of Q2 2026 after selling out during the quarter.
WealthShield Partners sold 228 iShares Select U.S. REIT ETF shares in Q2 2026, an estimated $14.1K.
WealthShield Partners first reported a position in iShares Select U.S. REIT ETF in Q1 2021 and held it in 17 quarters.
WealthShield Partners's iShares Select U.S. REIT ETF position peaked at $1.07M in Q3 2021.
375 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.