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 Q2	$2.42M	Sell	35,844 -4,963	-12%	-$333K	0.14%	126
2026 Q1	$2.72M	Sell	40,807 -10,588	-21%	-$664K	0.17%	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	0.41%	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	0.48%	54

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 29.2% 1-Year Est. Return

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

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

Cornerstone Wealth Group reduced its iShares Select U.S. REIT ETF (ICF) stake by 12% in Q2 2026, selling an estimated $333K and leaving 35,844 shares worth $2.42M. The position accounts for 0.14% of the portfolio, ranked #126.

Cornerstone Wealth Group first reported a position in ICF in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.83M in Q3 2024. 369 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

Cornerstone Wealth Group held 35,844 shares of iShares Select U.S. REIT ETF worth $2.42M as of Q2 2026.
Cornerstone Wealth Group sold 4,963 iShares Select U.S. REIT ETF shares in Q2 2026, an estimated $333K.
iShares Select U.S. REIT ETF made up 0.14% of Cornerstone Wealth Group's portfolio in Q2 2026, its #126 holding.
Cornerstone Wealth Group first reported a position in iShares Select U.S. REIT ETF in Q1 2024 and has held it in 10 quarters since.
Cornerstone Wealth Group's iShares Select U.S. REIT ETF position peaked at $5.83M in Q3 2024.
369 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.