Alvarez & Marsal Private Wealth Partners’s iShares Select U.S. REIT ETF ICF Stock Holding History

Alvarez & Marsal Private Wealth Partners’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	$267K	Buy	3,942 +230	+6%	+$15.5K	0.04%	84
2026 Q1	$230K	Hold	3,712	–	–	0.03%	161
2025 Q4	$221K	Buy	+3,712	New	+$225K	0.04%	86

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

Alvarez & Marsal Private Wealth Partners's ICF Position: Q2 2026 in Review

Alvarez & Marsal Private Wealth Partners increased its iShares Select U.S. REIT ETF (ICF) stake by 6.2% in Q2 2026, buying an estimated $15.5K and bringing the position to 3,942 shares worth $267K. The position accounts for 0.04% of the portfolio, ranked #84.

Alvarez & Marsal Private Wealth Partners first reported a position in ICF in Q4 2025 and has held it in 3 quarters since. 369 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

Alvarez & Marsal Private Wealth Partners held 3,942 shares of iShares Select U.S. REIT ETF worth $267K as of Q2 2026.
Alvarez & Marsal Private Wealth Partners bought 230 iShares Select U.S. REIT ETF shares in Q2 2026, an estimated $15.5K.
iShares Select U.S. REIT ETF made up 0.04% of Alvarez & Marsal Private Wealth Partners's portfolio in Q2 2026, its #84 holding.
Alvarez & Marsal Private Wealth Partners first reported a position in iShares Select U.S. REIT ETF in Q4 2025 and has held it in 3 quarters since.
369 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on Alvarez & Marsal Private Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.