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

Congress 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	$580K	Hold	9,480	–	–	0.01%	871
2025 Q1	$583K	Buy	+9,480	New	+$580K	0.01%	772

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 29.2% 1-Year Est. Return

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

Congress Wealth Management held its iShares Select U.S. REIT ETF (ICF) position steady in Q2 2025 at 9,480 shares worth $580K. The position accounts for 0.01% of the portfolio, ranked #871.

Congress Wealth Management first reported a position in ICF in Q1 2025 and has held it in 2 quarters since. The position peaked at $583K in Q1 2025. 348 funds tracked by Wall St. Rank hold ICF as of Q2 2025.

Congress Wealth Management held 9,480 shares of iShares Select U.S. REIT ETF worth $580K as of Q2 2025.
Congress 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 Congress Wealth Management's portfolio in Q2 2025, its #871 holding.
Congress Wealth Management first reported a position in iShares Select U.S. REIT ETF in Q1 2025 and has held it in 2 quarters since.
Congress Wealth Management's iShares Select U.S. REIT ETF position peaked at $583K in Q1 2025.
348 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.