Cornerstone Planning Group
ICF icon

Cornerstone Planning Group’s iShares Select U.S. REIT ETF ICF Stock Holding History

Cornerstone Planning Group’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
Q3 		– Sell
-1,159
Closed -$80.1K – 871
2026
Q2 		$80.1K Buy
1,159
+6
+0.5% +$403 0.01% 292
2026
Q1 		$77.8K Sell
1,153
-128
-10% -$8.02K 0.01% 285
2025
Q4 		$77K Buy
1,281
+7
+0.5% +$425 0.01% 253
2025
Q3 		$77K Buy
+1,274
New +$77.9K 0.01% 250

Other funds holding ICF

Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
IFG Advisors
IFG Advisors St. Louis, Missouri $730M AUM 19.37% 1-Year Est. Return
Brewster Financial Planning
Brewster Financial Planning Brooklyn, New York $181M AUM 7.92% 1-Year Est. Return
AWM Capital
AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return
Harbor Investment Advisory
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
Frank Rimerman Advisors
Frank Rimerman Advisors Palo Alto, California $1.81B AUM 32.96% 1-Year Est. Return
Kingswood Wealth Advisors
Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PW Nova Financial Services
PW Nova Financial Services Newtown, Pennsylvania $491M AUM 22.36% 1-Year Est. Return

Cornerstone Planning Group's ICF Position: Q3 2026 in Review

Cornerstone Planning Group sold out of iShares Select U.S. REIT ETF (ICF) in Q3 2026, closing a stake of 1,159 shares — an estimated $80.1K sold.

Cornerstone Planning Group first reported a position in ICF in Q3 2025 and held it in 4 quarters. The position peaked at $80.1K in Q2 2026. 95 funds tracked by Wall St. Rank hold ICF as of Q3 2026.

  • Cornerstone Planning Group reported no remaining iShares Select U.S. REIT ETF position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 1,159 iShares Select U.S. REIT ETF shares in Q3 2026, an estimated $80.1K.
  • Cornerstone Planning Group first reported a position in iShares Select U.S. REIT ETF in Q3 2025 and held it in 4 quarters.
  • Cornerstone Planning Group's iShares Select U.S. REIT ETF position peaked at $80.1K in Q2 2026.
  • 95 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.