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Founders Financial Alliance’s iShares Select U.S. REIT ETF ICF Stock Holding History

Founders Financial Alliance’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 		$74.2K Buy
1,098
+6
+0.5% +$403 0.01% 529
2026
Q1 		$67.6K Buy
1,092
+4
+0.4% +$251 0.01% 488
2025
Q4 		$64.9K Buy
1,088
+12
+1% +$729 0.01% 414
2025
Q3 		$66.3K Buy
1,076
+7
+0.7% +$428 0.01% 472
2025
Q2 		$65.4K Buy
1,069
+7
+0.7% +$424 0.01% 371
2025
Q1 		$65.4K Buy
1,062
+4
+0.4% +$245 0.02% 418
2024
Q4 		$63.7K Buy
1,058
+9
+0.9% +$574 0.02% 364
2024
Q3 		$69.1K Buy
1,049
+9
+0.9% +$562 0.02% 367
2024
Q2 		$59.6K Buy
1,040
+5
+0.5% +$277 0.02% 362
2024
Q1 		$59.7K Sell
1,035
-553
-35% -$31.5K 0.02% 367
2023
Q4 		$93.3K Buy
1,588
+21
+1% +$1.11K 0.04% 296
2023
Q3 		$78.6K Hold
1,567
– – 0.03% 290
2023
Q2 		$87.1K Buy
1,567
+4
+0.3% +$218 0.03% 303
2023
Q1 		$86.8K Buy
1,563
+5
+0.3% +$284 0.04% 262
2022
Q4 		$85.4K Sell
1,558
-153
-9% -$8.37K 0.04% 279
2022
Q3 		$92K Buy
1,711
+10
+0.6% +$622 0.05% 261
2022
Q2 		$103K Buy
1,701
+3
+0.2% +$197 0.05% 260
2022
Q1 		$121K Buy
1,698
+47
+3% +$3.24K 0.05% 249
2021
Q4 		$126K Buy
1,651
+7
+0.4% +$495 0.05% 283
2021
Q3 		$108K Buy
1,644
+4
+0.2% +$274 0.05% 274
2021
Q2 		$106K Buy
1,640
+4
+0.2% +$251 0.05% 288
2021
Q1 		$99K Sell
1,636
-515
-24% -$28.4K 0.05% 275
2020
Q4 		$116K Buy
2,151
+163
+8% +$8.63K 0.07% 232
2020
Q3 		$101K Buy
+1,988
New +$103K 0.06% 264

Other funds holding ICF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Founders Financial Alliance's ICF Position: Q2 2026 in Review

Founders Financial Alliance increased its iShares Select U.S. REIT ETF (ICF) stake by 0.55% in Q2 2026, buying an estimated $403 and bringing the position to 1,098 shares worth $74.2K. The position accounts for 0.01% of the portfolio, ranked #529.

Founders Financial Alliance first reported a position in ICF in Q3 2020 and has held it in 24 quarters since. The position peaked at $126K in Q4 2021. 371 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

  • Founders Financial Alliance held 1,098 shares of iShares Select U.S. REIT ETF worth $74.2K as of Q2 2026.
  • Founders Financial Alliance bought 6 iShares Select U.S. REIT ETF shares in Q2 2026, an estimated $403.
  • iShares Select U.S. REIT ETF made up 0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #529 holding.
  • Founders Financial Alliance first reported a position in iShares Select U.S. REIT ETF in Q3 2020 and has held it in 24 quarters since.
  • Founders Financial Alliance's iShares Select U.S. REIT ETF position peaked at $126K in Q4 2021.
  • 371 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.