Westshore Wealth’s iShares Select U.S. REIT ETF ICF Stock Holding History

Westshore Wealth’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	$215K	Sell	3,174 -3,202	-50%	-$215K	0.07%	100
2026 Q1	$395K	Hold	6,376	–	–	0.14%	61
2025 Q4	$380K	Buy	6,376 +61	+1%	+$3.7K	0.13%	63
2025 Q3	$389K	Sell	6,315 -1,806	-22%	-$110K	0.13%	65
2025 Q2	$497K	Buy	8,121 +649	+9%	+$39.3K	0.19%	46
2025 Q1	$460K	Buy	7,472 +29	+0.4%	+$1.77K	0.19%	45
2024 Q4	$449K	Buy	7,443 +742	+11%	+$47.3K	0.18%	44
2024 Q3	$442K	Buy	6,701 +517	+8%	+$32.3K	0.18%	45
2024 Q2	$354K	Buy	6,184 +35	+0.6%	+$1.94K	0.15%	50
2024 Q1	$355K	Buy	6,149 +1,898	+45%	+$108K	0.15%	54
2023 Q4	$250K	Buy	+4,251	New	+$225K	0.12%	73
2022 Q4	–	Sell	-4,580	Closed	-$246K	–	109
2022 Q3	$246K	Buy	+4,580	New	+$285K	0.17%	71
2019 Q4	$1.74M	Buy	+29,684	New	+$1.75M	1.91%	11

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

Westshore Wealth's ICF Position: Q2 2026 in Review

Westshore Wealth reduced its iShares Select U.S. REIT ETF (ICF) stake by 50% in Q2 2026, selling an estimated $215K and leaving 3,174 shares worth $215K. The position accounts for 0.07% of the portfolio, ranked #100.

Westshore Wealth first reported a position in ICF in Q4 2019 and has held it in 13 quarters since. The position peaked at $1.74M in Q4 2019. 372 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

Westshore Wealth held 3,174 shares of iShares Select U.S. REIT ETF worth $215K as of Q2 2026.
Westshore Wealth sold 3,202 iShares Select U.S. REIT ETF shares in Q2 2026, an estimated $215K.
iShares Select U.S. REIT ETF made up 0.07% of Westshore Wealth's portfolio in Q2 2026, its #100 holding.
Westshore Wealth first reported a position in iShares Select U.S. REIT ETF in Q4 2019 and has held it in 13 quarters since.
Westshore Wealth's iShares Select U.S. REIT ETF position peaked at $1.74M in Q4 2019.
372 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on Westshore Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.