Fortitude Advisory Group’s iShares Select U.S. REIT ETF ICF Stock Holding History

Fortitude Advisory 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	$245K	Hold	3,627	–	–	0.09%	187
2026 Q1	$224K	Hold	3,627	–	–	0.1%	191
2025 Q4	$216K	Hold	3,627	–	–	0.09%	185
2025 Q3	$223K	Hold	3,627	–	–	0.12%	178
2025 Q2	$222K	Hold	3,627	–	–	0.13%	175
2025 Q1	$213K	Hold	3,627	–	–	0.15%	165
2024 Q4	$219K	Hold	3,627	–	–	0.13%	168
2024 Q3	$239K	Hold	3,627	–	–	0.15%	162
2024 Q2	$208K	Hold	3,627	–	–	0.12%	174
2024 Q1	$209K	Sell	3,627 -180	-5%	-$10.3K	0.12%	187
2023 Q4	$224K	Buy	+3,807	New	+$201K	0.14%	175
2023 Q3	–	Sell	-3,807	Closed	-$212K	–	211
2023 Q2	$212K	Buy	3,807 +131	+4%	+$7.13K	0.16%	174
2023 Q1	$204K	Hold	3,676	–	–	0.16%	186
2022 Q4	$202K	Buy	+3,676	New	+$201K	0.17%	183
2022 Q3	–	Sell	-3,616	Closed	-$220K	–	208
2022 Q2	$220K	Sell	3,616 -984	-21%	-$64.7K	0.2%	156
2022 Q1	$327K	Hold	4,600	–	–	0.17%	111
2021 Q4	$350K	Buy	+4,600	New	+$325K	0.18%	106

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

Fortitude Advisory Group's ICF Position: Q2 2026 in Review

Fortitude Advisory Group held its iShares Select U.S. REIT ETF (ICF) position steady in Q2 2026 at 3,627 shares worth $245K. The position accounts for 0.09% of the portfolio, ranked #187.

Fortitude Advisory Group first reported a position in ICF in Q4 2021 and has held it in 17 quarters since. The position peaked at $350K in Q4 2021. 371 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

Fortitude Advisory Group held 3,627 shares of iShares Select U.S. REIT ETF worth $245K as of Q2 2026.
Fortitude Advisory Group left its iShares Select U.S. REIT ETF share count unchanged in Q2 2026.
iShares Select U.S. REIT ETF made up 0.09% of Fortitude Advisory Group's portfolio in Q2 2026, its #187 holding.
Fortitude Advisory Group first reported a position in iShares Select U.S. REIT ETF in Q4 2021 and has held it in 17 quarters since.
Fortitude Advisory Group's iShares Select U.S. REIT ETF position peaked at $350K in Q4 2021.
371 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.