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

Brewster Financial Planning Brooklyn, New York $182M AUM 15.59% 1-Year Est. Return

William Howard & Co Financial Advisors Memphis, Tennessee $129M AUM 18.64% 1-Year Est. Return

Innova Wealth Partners Newtown, Pennsylvania $242M AUM 24.7% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

JVL Associates Wyoming, Michigan $352M AUM 27.55% 1-Year Est. Return

McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM