Atria Wealth Solutions’s iShares Select U.S. REIT ETF ICF Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$2.82M	Sell	46,103 -30,641	-40%	-$1.86M	0.06%	334
2025 Q1	$4.72M	Buy	76,744 +3,752	+5%	+$229K	0.06%	351
2024 Q4	$4.4M	Sell	72,992 -8,398	-10%	-$536K	0.05%	390
2024 Q3	$5.36M	Sell	81,390 -1,102	-1%	-$68.8K	0.06%	326
2024 Q2	$4.73M	Sell	82,492 -3,612	-4%	-$200K	0.05%	356
2024 Q1	$4.97M	Buy	86,104 +6,037	+8%	+$344K	0.06%	342
2023 Q4	$4.7M	Buy	80,067 +746	+0.9%	+$39.4K	0.06%	332
2023 Q3	$3.99M	Sell	79,321 -926	-1%	-$50.6K	0.06%	347
2023 Q2	$4.46M	Sell	80,247 -14,067	-15%	-$766K	0.06%	314
2023 Q1	$5.24M	Sell	94,314 -37,560	-28%	-$2.14M	0.08%	252
2022 Q4	$7.23M	Buy	131,874 +1,184	+0.9%	+$64.7K	0.12%	191
2022 Q3	$7.01M	Buy	130,690 +343	+0.3%	+$21.3K	0.12%	176
2022 Q2	$7.92M	Sell	130,347 -1,244	-0.9%	-$81.8K	0.15%	147
2022 Q1	$9.34M	Buy	+131,591	New	+$9.06M	0.16%	134

Other funds holding ICF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Atria Wealth Solutions's ICF Position: Q2 2025 in Review

Atria Wealth Solutions reduced its iShares Select U.S. REIT ETF (ICF) stake by 40% in Q2 2025, selling an estimated $1.86M and leaving 46,103 shares worth $2.82M. The position accounts for 0.06% of the portfolio, ranked #334.

Atria Wealth Solutions first reported a position in ICF in Q1 2022 and has held it in 14 quarters since. The position peaked at $9.34M in Q1 2022. 348 funds tracked by Wall St. Rank hold ICF as of Q2 2025.

Atria Wealth Solutions held 46,103 shares of iShares Select U.S. REIT ETF worth $2.82M as of Q2 2025.
Atria Wealth Solutions sold 30,641 iShares Select U.S. REIT ETF shares in Q2 2025, an estimated $1.86M.
iShares Select U.S. REIT ETF made up 0.06% of Atria Wealth Solutions's portfolio in Q2 2025, its #334 holding.
Atria Wealth Solutions first reported a position in iShares Select U.S. REIT ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's iShares Select U.S. REIT ETF position peaked at $9.34M in Q1 2022.
348 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.