William Howard & Co Financial Advisors’s iShares Select U.S. REIT ETF ICF Stock Holding History

William Howard & Co Financial 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	$10.9M	Buy	160,922 +91	+0.1%	+$6.11K	8.46%	4
2026 Q1	$9.95M	Buy	160,831 +562	+0.4%	+$35.2K	8.6%	4
2025 Q4	$9.56M	Buy	160,269 +513	+0.3%	+$31.2K	8.06%	4
2025 Q3	$9.84M	Sell	159,756 -439	-0.3%	-$26.8K	8.38%	4
2025 Q2	$9.8M	Buy	160,195 +1,475	+0.9%	+$89.4K	8.55%	4
2025 Q1	$9.77M	Buy	158,720 +1,779	+1%	+$109K	9.15%	3
2024 Q4	$9.46M	Sell	156,941 -1,844	-1%	-$118K	8.56%	4
2024 Q3	$10.5M	Buy	158,785 +2,161	+1%	+$135K	8.93%	4
2024 Q2	$8.97M	Buy	156,624 +798	+0.5%	+$44.2K	8.29%	4
2024 Q1	$8.99M	Buy	+155,826	New	+$8.89M	8.43%	4

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 29.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

William Howard & Co Financial Advisors's ICF Position: Q2 2026 in Review

William Howard & Co Financial Advisors increased its iShares Select U.S. REIT ETF (ICF) stake by 0.06% in Q2 2026, buying an estimated $6.11K and bringing the position to 160,922 shares worth $10.9M. The position accounts for 8.46% of the portfolio, ranked #4.

William Howard & Co Financial Advisors first reported a position in ICF in Q1 2024 and has held it in 10 quarters since. 369 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

William Howard & Co Financial Advisors held 160,922 shares of iShares Select U.S. REIT ETF worth $10.9M as of Q2 2026.
William Howard & Co Financial Advisors bought 91 iShares Select U.S. REIT ETF shares in Q2 2026, an estimated $6.11K.
iShares Select U.S. REIT ETF made up 8.46% of William Howard & Co Financial Advisors's portfolio in Q2 2026, its #4 holding.
William Howard & Co Financial Advisors first reported a position in iShares Select U.S. REIT ETF in Q1 2024 and has held it in 10 quarters since.
369 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on William Howard & Co Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.