CWM
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Centricity Wealth Management’s iShares Select U.S. REIT ETF ICF Stock Holding History

Centricity Wealth Management’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 		$5.38K Hold
88
– – ﹤0.01% 370
2025
Q1 		$5.42K Hold
88
– – ﹤0.01% 373
2024
Q4 		$5.3K Buy
+88
New +$5.61K 0.01% 381

Other funds holding ICF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
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
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Centricity Wealth Management's ICF Position: Q2 2025 in Review

Centricity Wealth Management held its iShares Select U.S. REIT ETF (ICF) position steady in Q2 2025 at 88 shares worth $5.38K. The position accounts for ﹤0.01% of the portfolio, ranked #370.

Centricity Wealth Management first reported a position in ICF in Q4 2024 and has held it in 3 quarters since. The position peaked at $5.42K in Q1 2025. 348 funds tracked by Wall St. Rank hold ICF as of Q2 2025.

  • Centricity Wealth Management held 88 shares of iShares Select U.S. REIT ETF worth $5.38K as of Q2 2025.
  • Centricity Wealth Management left its iShares Select U.S. REIT ETF share count unchanged in Q2 2025.
  • iShares Select U.S. REIT ETF made up ﹤0.01% of Centricity Wealth Management's portfolio in Q2 2025, its #370 holding.
  • Centricity Wealth Management first reported a position in iShares Select U.S. REIT ETF in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's iShares Select U.S. REIT ETF position peaked at $5.42K in Q1 2025.
  • 348 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.