Wealthspire Advisors (New York)’s iShares Select U.S. REIT ETF ICF Stock Holding History

Wealthspire Advisors (New York)’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	$1.4M	Buy	20,634 +10,083	+96%	+$677K	0.01%	493
2026 Q1	$653K	Buy	10,551 +35	+0.3%	+$2.19K	0.01%	502
2025 Q4	$627K	Sell	10,516 -10,500	-50%	-$638K	0.01%	549
2025 Q3	$1.3M	Buy	21,016 +8	+0%	+$489	0.01%	342
2025 Q2	$1.28M	Buy	21,008 +8	+0%	+$485	0.01%	339
2025 Q1	$1.29M	Buy	21,000 +10,615	+102%	+$649K	0.01%	338
2024 Q4	$626K	Buy	10,385 +2,458	+31%	+$157K	0.01%	460
2024 Q3	$522K	Buy	+7,927	New	+$495K	0.01%	492

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

Wealthspire Advisors (New York)'s ICF Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its iShares Select U.S. REIT ETF (ICF) stake by 96% in Q2 2026, buying an estimated $677K and bringing the position to 20,634 shares worth $1.4M. The position accounts for 0.01% of the portfolio, ranked #493.

Wealthspire Advisors (New York) first reported a position in ICF in Q3 2024 and has held it in 8 quarters since. 372 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

Wealthspire Advisors (New York) held 20,634 shares of iShares Select U.S. REIT ETF worth $1.4M as of Q2 2026.
Wealthspire Advisors (New York) bought 10,083 iShares Select U.S. REIT ETF shares in Q2 2026, an estimated $677K.
iShares Select U.S. REIT ETF made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #493 holding.
Wealthspire Advisors (New York) first reported a position in iShares Select U.S. REIT ETF in Q3 2024 and has held it in 8 quarters since.
372 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.