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White Knight Strategic Wealth Advisors’s iShares Select U.S. REIT ETF ICF Stock Holding History

White Knight Strategic Wealth 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
2026
Q1 		$581K Sell
9,389
-1,638
-15% -$103K 0.49% 44
2025
Q4 		$658K Sell
11,027
-61
-0.6% -$3.7K 0.48% 48
2025
Q3 		$683K Sell
11,088
-1,808
-14% -$110K 0.54% 38
2025
Q2 		$789K Sell
12,896
-545
-4% -$33K 0.67% 34
2025
Q1 		$827K Sell
13,441
-13,895
-51% -$850K 0.76% 30
2024
Q4 		$1.65M Buy
27,336
+13,421
+96% +$856K 0.69% 32
2024
Q3 		$917K Sell
13,915
-1
-0% -$62 0.83% 28
2024
Q2 		$797K Sell
13,916
-334
-2% -$18.5K 0.8% 30
2024
Q1 		$822K Buy
14,250
+13
+0.1% +$742 0.85% 26
2023
Q4 		$836K Buy
14,237
+2,317
+19% +$122K 0.96% 25
2023
Q3 		$598K Sell
11,920
-284
-2% -$15.5K 0.79% 31
2023
Q2 		$678K Buy
12,204
+694
+6% +$37.8K 0.79% 31
2023
Q1 		$639K Buy
11,510
+482
+4% +$27.4K 0.8% 31
2022
Q4 		$605K Buy
11,028
+1,201
+12% +$65.7K 0.83% 31
2022
Q3 		$527K Buy
9,827
+272
+3% +$16.9K 0.75% 32
2022
Q2 		$581K Buy
9,555
+1,027
+12% +$67.5K 0.8% 31
2022
Q1 		$606K Buy
8,528
+1,509
+21% +$104K 0.66% 35
2021
Q4 		$534K Buy
+7,019
New +$496K 0.56% 42

Other funds holding ICF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
M&T Bank
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

White Knight Strategic Wealth Advisors's ICF Position: Q1 2026 in Review

White Knight Strategic Wealth Advisors reduced its iShares Select U.S. REIT ETF (ICF) stake by 15% in Q1 2026, selling an estimated $103K and leaving 9,389 shares worth $581K. The position accounts for 0.49% of the portfolio, ranked #44.

White Knight Strategic Wealth Advisors first reported a position in ICF in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.65M in Q4 2024. 358 funds tracked by Wall St. Rank hold ICF as of Q1 2026.

  • White Knight Strategic Wealth Advisors held 9,389 shares of iShares Select U.S. REIT ETF worth $581K as of Q1 2026.
  • White Knight Strategic Wealth Advisors sold 1,638 iShares Select U.S. REIT ETF shares in Q1 2026, an estimated $103K.
  • iShares Select U.S. REIT ETF made up 0.49% of White Knight Strategic Wealth Advisors's portfolio in Q1 2026, its #44 holding.
  • White Knight Strategic Wealth Advisors first reported a position in iShares Select U.S. REIT ETF in Q4 2021 and has held it in 18 quarters since.
  • White Knight Strategic Wealth Advisors's iShares Select U.S. REIT ETF position peaked at $1.65M in Q4 2024.
  • 358 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q1 2026.

Based on White Knight Strategic Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.