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Fortress Financial Solutions’s iShares Select U.S. REIT ETF ICF Stock Holding History

Fortress Financial Solutions’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
Q3 		– Sell
-4,586
Closed -$280K – 65
2025
Q2 		$280K Buy
4,586
+186
+4% +$11.3K 0.35% 51
2025
Q1 		$271K Buy
4,400
+99
+2% +$6.05K 0.39% 49
2024
Q4 		$259K Buy
+4,301
New +$274K 0.37% 52

Other funds holding ICF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fortress Financial Solutions's ICF Position: Q3 2025 in Review

Fortress Financial Solutions sold out of iShares Select U.S. REIT ETF (ICF) in Q3 2025, closing a stake of 4,586 shares — an estimated $280K sold.

Fortress Financial Solutions first reported a position in ICF in Q4 2024 and held it in 3 quarters. The position peaked at $280K in Q2 2025. 338 funds tracked by Wall St. Rank hold ICF as of Q3 2025.

  • Fortress Financial Solutions reported no remaining iShares Select U.S. REIT ETF position as of Q3 2025 after selling out during the quarter.
  • Fortress Financial Solutions sold 4,586 iShares Select U.S. REIT ETF shares in Q3 2025, an estimated $280K.
  • Fortress Financial Solutions first reported a position in iShares Select U.S. REIT ETF in Q4 2024 and held it in 3 quarters.
  • Fortress Financial Solutions's iShares Select U.S. REIT ETF position peaked at $280K in Q2 2025.
  • 338 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q3 2025.

Based on Fortress Financial Solutions's 13F filing for Q3 2025, filed 20 Oct 2025.