Compass Financial Management’s iShares Select U.S. REIT ETF ICF Stock Holding History

Compass Financial 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
2026 Q2	$5.04K	Buy	+73	New	+$4.9K	﹤0.01%	1184

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

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

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Compass Financial Management's ICF Position: Q2 2026 in Review

Compass Financial Management opened a new position in iShares Select U.S. REIT ETF (ICF) in Q2 2026: 73 shares worth $5.04K. The stake represents ﹤0.01% of the portfolio and ranks #1184 among its holdings.

355 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

Compass Financial Management held 73 shares of iShares Select U.S. REIT ETF worth $5.04K as of Q2 2026.
iShares Select U.S. REIT ETF was a new Compass Financial Management position in Q2 2026.
iShares Select U.S. REIT ETF made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #1184 holding.
355 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.