Fortress Wealth Management’s iShares Select U.S. REIT ETF ICF Stock Holding History

Fortress Wealth Management’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	$895K	Sell	14,527 -1,029	-7%	-$62.9K	0.4%	43
2025 Q2	$951K	Sell	15,556 -32	-0.2%	-$1.94K	0.46%	41
2025 Q1	$959K	Sell	15,588 -643	-4%	-$39.3K	0.5%	39
2024 Q4	$978K	Sell	16,231 -455	-3%	-$29K	0.47%	38
2024 Q3	$1.1M	Sell	16,686 -641	-4%	-$40K	0.55%	37
2024 Q2	$993K	Buy	17,327 +36	+0.2%	+$2K	0.51%	38
2024 Q1	$998K	Sell	17,291 -3,278	-16%	-$187K	0.51%	37
2023 Q4	$1.21M	Sell	20,569 -30,605	-60%	-$1.62M	0.66%	35
2023 Q3	$2.57M	Sell	51,174 -328	-0.6%	-$17.9K	1.66%	16
2023 Q2	$2.86M	Sell	51,502 -4,488	-8%	-$244K	1.85%	14
2023 Q1	$3.11M	Buy	55,990 +5,434	+11%	+$309K	2.18%	16
2022 Q4	$2.77M	Buy	50,556 +4,978	+11%	+$272K	2.31%	12
2022 Q3	$2.45M	Sell	45,578 -905	-2%	-$56.2K	2.48%	13
2022 Q2	$2.83M	Buy	46,483 +3,897	+9%	+$256K	2.65%	13
2022 Q1	$3.02M	Sell	42,586 -1,548	-4%	-$107K	2.31%	14
2021 Q4	$3.36M	Buy	+44,134	New	+$3.12M	2.53%	12

Other funds holding ICF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fortress Wealth Management's ICF Position: Q3 2025 in Review

Fortress Wealth Management reduced its iShares Select U.S. REIT ETF (ICF) stake by 6.6% in Q3 2025, selling an estimated $62.9K and leaving 14,527 shares worth $895K. The position accounts for 0.4% of the portfolio, ranked #43.

Fortress Wealth Management first reported a position in ICF in Q4 2021 and has held it in 16 quarters since. The position peaked at $3.36M in Q4 2021. 338 funds tracked by Wall St. Rank hold ICF as of Q3 2025.

Fortress Wealth Management held 14,527 shares of iShares Select U.S. REIT ETF worth $895K as of Q3 2025.
Fortress Wealth Management sold 1,029 iShares Select U.S. REIT ETF shares in Q3 2025, an estimated $62.9K.
iShares Select U.S. REIT ETF made up 0.4% of Fortress Wealth Management's portfolio in Q3 2025, its #43 holding.
Fortress Wealth Management first reported a position in iShares Select U.S. REIT ETF in Q4 2021 and has held it in 16 quarters since.
Fortress Wealth Management's iShares Select U.S. REIT ETF position peaked at $3.36M in Q4 2021.
338 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q3 2025.

Based on Fortress Wealth Management's 13F filing for Q3 2025, filed 16 Oct 2025.