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 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 $162B AUM 16.35% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

FIA

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return

Westshore Wealth's ICF Position: Q1 2026 in Review

Westshore Wealth held its iShares Select U.S. REIT ETF (ICF) position steady in Q1 2026 at 6,376 shares worth $395K. The position accounts for 0.14% of the portfolio, ranked #61.

Westshore Wealth first reported a position in ICF in Q4 2019 and has held it in 12 quarters since. The position peaked at $1.74M in Q4 2019. 360 funds tracked by Wall St. Rank hold ICF as of Q1 2026.

Westshore Wealth held 6,376 shares of iShares Select U.S. REIT ETF worth $395K as of Q1 2026.
Westshore Wealth left its iShares Select U.S. REIT ETF share count unchanged in Q1 2026.
iShares Select U.S. REIT ETF made up 0.14% of Westshore Wealth's portfolio in Q1 2026, its #61 holding.
Westshore Wealth first reported a position in iShares Select U.S. REIT ETF in Q4 2019 and has held it in 12 quarters since.
Westshore Wealth's iShares Select U.S. REIT ETF position peaked at $1.74M in Q4 2019.
360 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q1 2026.

Based on Westshore Wealth's 13F filing for Q1 2026, filed 27 May 2026.