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Elios Financial Group’s iShares Select U.S. REIT ETF ICF Stock Holding History

Elios Financial 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
2025
Q2 		$2.13M Buy
34,857
+943
+3% +$57.1K 0.97% 25
2025
Q1 		$2.09M Buy
33,914
+172
+0.5% +$10.5K 1.03% 23
2024
Q4 		$2.03M Buy
33,742
+23
+0.1% +$1.47K 0.96% 25
2024
Q3 		$2.22M Buy
+33,719
New +$2.11M 1.03% 26

Other funds holding ICF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Elios Financial Group's ICF Position: Q2 2025 in Review

Elios Financial Group increased its iShares Select U.S. REIT ETF (ICF) stake by 2.8% in Q2 2025, buying an estimated $57.1K and bringing the position to 34,857 shares worth $2.13M. The position accounts for 0.97% of the portfolio, ranked #25.

Elios Financial Group first reported a position in ICF in Q3 2024 and has held it in 4 quarters since. The position peaked at $2.22M in Q3 2024. 348 funds tracked by Wall St. Rank hold ICF as of Q2 2025.

  • Elios Financial Group held 34,857 shares of iShares Select U.S. REIT ETF worth $2.13M as of Q2 2025.
  • Elios Financial Group bought 943 iShares Select U.S. REIT ETF shares in Q2 2025, an estimated $57.1K.
  • iShares Select U.S. REIT ETF made up 0.97% of Elios Financial Group's portfolio in Q2 2025, its #25 holding.
  • Elios Financial Group first reported a position in iShares Select U.S. REIT ETF in Q3 2024 and has held it in 4 quarters since.
  • Elios Financial Group's iShares Select U.S. REIT ETF position peaked at $2.22M in Q3 2024.
  • 348 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2025.

Based on Elios Financial Group's 13F filing for Q2 2025, filed 13 Aug 2025.