CWG
ICF icon

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

Cornerstone Wealth 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
Q1 		$2.72M Sell
40,807
-10,588
-21% -$664K 0.18% 117
2025
Q4 		$3.07M Sell
51,395
-13,806
-21% -$838K 0.21% 106
2025
Q3 		$4.02M Sell
65,201
-8,487
-12% -$519K 0.27% 98
2025
Q2 		$4.51M Sell
73,688
-7,688
-9% -$466K 0.34% 81
2025
Q1 		$5.01M Sell
81,376
-6,392
-7% -$391K 0.42% 73
2024
Q4 		$5.29M Sell
87,768
-722
-0.8% -$46K 0.43% 59
2024
Q3 		$5.83M Sell
88,490
-2,119
-2% -$132K 0.48% 54
2024
Q2 		$5.19M Sell
90,609
-495
-0.5% -$27.4K 0.46% 55
2024
Q1 		$5.26M Buy
+91,104
New +$5.2M 0.49% 54

Other funds holding ICF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.06B AUM 24.97% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return