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

Wealthstream 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
2025 Q3	$957K	Hold	15,531	–	–	0.14%	58
2025 Q2	$950K	Hold	15,531	–	–	0.16%	55
2025 Q1	$956K	Hold	15,531	–	–	0.18%	50
2024 Q4	$936K	Sell	15,531 -87	-0.6%	-$5.55K	0.17%	52
2024 Q3	$1.03M	Hold	15,618	–	–	0.19%	46
2024 Q2	$895K	Sell	15,618 -12	-0.1%	-$665	0.33%	47
2024 Q1	$902K	Sell	15,630 -365	-2%	-$20.8K	0.34%	46
2023 Q4	$939K	Buy	15,995 +1,415	+10%	+$74.8K	0.39%	35
2023 Q3	$731K	Hold	14,580	–	–	0.38%	41
2023 Q2	$810K	Buy	14,580 +38	+0.3%	+$2.07K	0.43%	33
2023 Q1	$808K	Buy	14,542 +51	+0.4%	+$2.9K	0.48%	28
2022 Q4	$795K	Buy	14,491 +84	+0.6%	+$4.59K	0.52%	27
2022 Q3	$773K	Buy	14,407 +98	+0.7%	+$6.09K	0.83%	19
2022 Q2	$870K	Buy	14,309 +33	+0.2%	+$2.17K	0.88%	18
2022 Q1	$1.01M	Buy	14,276 +40	+0.3%	+$2.75K	0.89%	19
2021 Q4	$1.08M	Buy	+14,236	New	+$1.01M	0.92%	18

Other funds holding ICF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealthstream Advisors's ICF Position: Q3 2025 in Review

Wealthstream Advisors held its iShares Select U.S. REIT ETF (ICF) position steady in Q3 2025 at 15,531 shares worth $957K. The position accounts for 0.14% of the portfolio, ranked #58.

Wealthstream Advisors first reported a position in ICF in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.08M in Q4 2021. 338 funds tracked by Wall St. Rank hold ICF as of Q3 2025.

Wealthstream Advisors held 15,531 shares of iShares Select U.S. REIT ETF worth $957K as of Q3 2025.
Wealthstream Advisors left its iShares Select U.S. REIT ETF share count unchanged in Q3 2025.
iShares Select U.S. REIT ETF made up 0.14% of Wealthstream Advisors's portfolio in Q3 2025, its #58 holding.
Wealthstream Advisors first reported a position in iShares Select U.S. REIT ETF in Q4 2021 and has held it in 16 quarters since.
Wealthstream Advisors's iShares Select U.S. REIT ETF position peaked at $1.08M in Q4 2021.
338 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.