Elevation Wealth Partners
ICF icon

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
Q3 		$34.2K Buy
544
+4
+0.7% +$270 0.01% 496
2026
Q2 		$36.5K Buy
540
+3
+0.6% +$202 0.01% 389
2026
Q1 		$33.2K 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

Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
William Howard & Co Financial Advisors
William Howard & Co Financial Advisors Memphis, Tennessee $124M AUM 10.32% 1-Year Est. Return
AWM Capital
AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

Elevation Wealth Partners's ICF Position: Q3 2026 in Review

Elevation Wealth Partners increased its iShares Select U.S. REIT ETF (ICF) stake by 0.74% in Q3 2026, buying an estimated $270 and bringing the position to 544 shares worth $34.2K. The position accounts for 0.01% of the portfolio, ranked #496.

Elevation Wealth Partners first reported a position in ICF in Q1 2024 and has held it in 11 quarters since. The position peaked at $36.5K in Q2 2026. 169 funds tracked by Wall St. Rank hold ICF as of Q3 2026.

  • Elevation Wealth Partners held 544 shares of iShares Select U.S. REIT ETF worth $34.2K as of Q3 2026.
  • Elevation Wealth Partners bought 4 iShares Select U.S. REIT ETF shares in Q3 2026, an estimated $270.
  • iShares Select U.S. REIT ETF made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #496 holding.
  • Elevation Wealth Partners first reported a position in iShares Select U.S. REIT ETF in Q1 2024 and has held it in 11 quarters since.
  • Elevation Wealth Partners's iShares Select U.S. REIT ETF position peaked at $36.5K in Q2 2026.
  • 169 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.