Elevation Wealth Partners’s iShares Select U.S. REIT ETF ICF Stock Holding History

Elevation Wealth Partners’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	$36.5K	Buy	540 +3	+0.6%	+$202	0.01%	389
2026 Q1	$33.3K	Buy	537 +1	+0.2%	+$63	0.01%	295
2025 Q4	$32K	Buy	536 +7	+1%	+$425	0.01%	293
2025 Q3	$32.6K	Buy	529 +3	+0.6%	+$183	0.01%	283
2025 Q2	$32.2K	Buy	526 +3	+0.6%	+$182	0.01%	278
2025 Q1	$32.2K	Buy	523 +2	+0.4%	+$122	0.01%	273
2024 Q4	$31.4K	Buy	521 +5	+1%	+$319	0.01%	279
2024 Q3	$34K	Sell	516 -10	-2%	-$625	0.01%	261
2024 Q2	$30.1K	Buy	526 +3	+0.6%	+$166	0.01%	259
2024 Q1	$30.2K	Buy	+523	New	+$29.8K	0.02%	270

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

Elevation Wealth Partners's ICF Position: Q2 2026 in Review

Elevation Wealth Partners increased its iShares Select U.S. REIT ETF (ICF) stake by 0.56% in Q2 2026, buying an estimated $202 and bringing the position to 540 shares worth $36.5K. The position accounts for 0.01% of the portfolio, ranked #389.

Elevation Wealth Partners first reported a position in ICF in Q1 2024 and has held it in 10 quarters since. 371 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

Elevation Wealth Partners held 540 shares of iShares Select U.S. REIT ETF worth $36.5K as of Q2 2026.
Elevation Wealth Partners bought 3 iShares Select U.S. REIT ETF shares in Q2 2026, an estimated $202.
iShares Select U.S. REIT ETF made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #389 holding.
Elevation Wealth Partners first reported a position in iShares Select U.S. REIT ETF in Q1 2024 and has held it in 10 quarters since.
371 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.