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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
Q2 		$733K Buy
10,845
+1,456
+16% +$97.8K 0.51% 45
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 $187B AUM 21.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

White Knight Strategic Wealth Advisors's ICF Position: Q2 2026 in Review

White Knight Strategic Wealth Advisors increased its iShares Select U.S. REIT ETF (ICF) stake by 16% in Q2 2026, buying an estimated $97.8K and bringing the position to 10,845 shares worth $733K. The position accounts for 0.51% of the portfolio, ranked #45.

White Knight Strategic Wealth Advisors first reported a position in ICF in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.65M in Q4 2024. 372 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

  • White Knight Strategic Wealth Advisors held 10,845 shares of iShares Select U.S. REIT ETF worth $733K as of Q2 2026.
  • White Knight Strategic Wealth Advisors bought 1,456 iShares Select U.S. REIT ETF shares in Q2 2026, an estimated $97.8K.
  • iShares Select U.S. REIT ETF made up 0.51% of White Knight Strategic Wealth Advisors's portfolio in Q2 2026, its #45 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 19 quarters since.
  • White Knight Strategic Wealth Advisors's iShares Select U.S. REIT ETF position peaked at $1.65M in Q4 2024.
  • 372 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on White Knight Strategic Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.