White Lighthouse Investment Management’s iShares Select U.S. REIT ETF ICF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $817K | Sell |
12,084
-3,360
| -22% | -$226K | 0.1% | 86 |
|
|
2026
Q1 | $956K | Sell |
15,444
-590
| -4% | -$37K | 0.13% | 77 |
|
|
2025
Q4 | $957K | Sell |
16,034
-425
| -3% | -$25.8K | 0.13% | 76 |
|
|
2025
Q3 | $1.01M | Sell |
16,459
-3,335
| -17% | -$204K | 0.15% | 68 |
|
|
2025
Q2 | $1.21M | Buy |
19,794
+55
| +0.3% | +$3.33K | 0.2% | 65 |
|
|
2025
Q1 | $1.21M | Sell |
19,739
-965
| -5% | -$59K | 0.22% | 63 |
|
|
2024
Q4 | $1.25M | Sell |
20,704
-920
| -4% | -$58.7K | 0.22% | 63 |
|
|
2024
Q3 | $1.43M | Sell |
21,624
-65
| -0.3% | -$4.06K | 0.26% | 60 |
|
|
2024
Q2 | $1.24M | Buy |
21,689
+854
| +4% | +$47.3K | 0.24% | 60 |
|
|
2024
Q1 | $1.2M | Sell |
20,835
-5
| -0% | -$285 | 0.24% | 61 |
|
|
2023
Q4 | $1.22M | Buy |
20,840
+177
| +0.9% | +$9.36K | 0.27% | 59 |
|
|
2023
Q3 | $1.04M | Buy |
20,663
+320
| +2% | +$17.5K | 0.25% | 62 |
|
|
2023
Q2 | $1.13M | Buy |
20,343
+700
| +4% | +$38.1K | 0.27% | 55 |
|
|
2023
Q1 | $1.09M | Buy |
19,643
+185
| +1% | +$10.5K | 0.27% | 57 |
|
|
2022
Q4 | $1.07M | Sell |
19,458
-350
| -2% | -$19.1K | 0.29% | 56 |
|
|
2022
Q3 | $1.06M | Hold |
19,808
| – | – | 0.31% | 53 |
|
|
2022
Q2 | $1.2M | Buy |
19,808
+100
| +0.5% | +$6.57K | 0.34% | 50 |
|
|
2022
Q1 | $1.4M | Hold |
19,708
| – | – | 0.36% | 49 |
|
|
2021
Q4 | $1.5M | Buy |
19,708
+100
| +0.5% | +$7.07K | 0.37% | 50 |
|
|
2021
Q3 | $1.28M | Sell |
19,608
-100
| -0.5% | -$6.85K | 0.34% | 53 |
|
|
2021
Q2 | $1.29M | Sell |
19,708
-1,500
| -7% | -$94.3K | 0.35% | 52 |
|
|
2021
Q1 | $1.23M | Sell |
21,208
-502
| -2% | -$27.7K | 0.38% | 50 |
|
|
2020
Q4 | $1.17M | Sell |
21,710
-450
| -2% | -$23.8K | 0.37% | 54 |
|
|
2020
Q3 | $1.13M | Buy |
22,160
+62
| +0.3% | +$3.21K | 0.39% | 53 |
|
|
2020
Q2 | $1.11M | Sell |
22,098
-610
| -3% | -$30K | 0.41% | 50 |
|
|
2020
Q1 | $1.04M | Buy |
22,708
+2,298
| +11% | +$129K | 0.44% | 50 |
|
|
2019
Q4 | $1.19M | Buy |
20,410
+110
| +0.5% | +$6.47K | 0.44% | 48 |
|
|
2019
Q3 | $1.22M | Sell |
20,300
-480
| -2% | -$28.1K | 0.49% | 44 |
|
|
2019
Q2 | $1.17M | Sell |
20,780
-2,400
| -10% | -$135K | 0.49% | 45 |
|
|
2019
Q1 | $1.29M | Sell |
23,180
-1,570
| -6% | -$82.6K | 0.59% | 45 |
|
|
2018
Q4 | $1.18M | Hold |
24,750
| – | – | 0.65% | 40 |
|
|
2018
Q3 | $1.24M | Sell |
24,750
-600
| -2% | -$30.4K | 0.63% | 38 |
|
|
2018
Q2 | $1.27M | Sell |
25,350
-700
| -3% | -$33.3K | 0.7% | 34 |
|
|
2018
Q1 | $1.22M | Buy |
26,050
+2,170
| +9% | +$102K | 0.7% | 36 |
|
|
2017
Q4 | $1.21M | Buy |
+23,880
| New | +$1.21M | 0.69% | 35 |
|
Other funds holding ICF
FIA
White Lighthouse Investment Management's ICF Position: Q2 2026 in Review
White Lighthouse Investment Management reduced its iShares Select U.S. REIT ETF (ICF) stake by 22% in Q2 2026, selling an estimated $226K and leaving 12,084 shares worth $817K. The position accounts for 0.1% of the portfolio, ranked #86.
White Lighthouse Investment Management first reported a position in ICF in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.5M in Q4 2021. 371 funds tracked by Wall St. Rank hold ICF as of Q2 2026.
- White Lighthouse Investment Management held 12,084 shares of iShares Select U.S. REIT ETF worth $817K as of Q2 2026.
- White Lighthouse Investment Management sold 3,360 iShares Select U.S. REIT ETF shares in Q2 2026, an estimated $226K.
- iShares Select U.S. REIT ETF made up 0.1% of White Lighthouse Investment Management's portfolio in Q2 2026, its #86 holding.
- White Lighthouse Investment Management first reported a position in iShares Select U.S. REIT ETF in Q4 2017 and has held it in 35 quarters since.
- White Lighthouse Investment Management's iShares Select U.S. REIT ETF position peaked at $1.5M in Q4 2021.
- 371 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.
Based on White Lighthouse Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.