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 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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 29.18% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cornerstone Planning Group's ICF Position: Q2 2026 in Review

Cornerstone Planning Group increased its iShares Select U.S. REIT ETF (ICF) stake by 0.52% in Q2 2026, buying an estimated $403 and bringing the position to 1,159 shares worth $80.1K. The position accounts for 0.01% of the portfolio, ranked #292.

Cornerstone Planning Group first reported a position in ICF in Q3 2025 and has held it in 4 quarters since. 371 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

Cornerstone Planning Group held 1,159 shares of iShares Select U.S. REIT ETF worth $80.1K as of Q2 2026.
Cornerstone Planning Group bought 6 iShares Select U.S. REIT ETF shares in Q2 2026, an estimated $403.
iShares Select U.S. REIT ETF made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #292 holding.
Cornerstone Planning Group first reported a position in iShares Select U.S. REIT ETF in Q3 2025 and has held it in 4 quarters since.
371 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.