ICMP
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Integrated Capital Management (Pennsylvania)’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Integrated Capital Management (Pennsylvania)’s Portfolio FREL Stock Details FREL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$976K Buy
33,324
+2,060
+7% +$59.8K 0.68% 20
2026
Q1 		$841K Sell
31,264
-1,223
-4% -$34K 0.56% 22
2025
Q4 		$874K Buy
32,487
+568
+2% +$15.5K 0.58% 22
2025
Q3 		$888K Buy
+31,919
New +$879K 0.62% 21

Other funds holding FREL

CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
RWMH
Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return

Integrated Capital Management (Pennsylvania)'s FREL Position: Q2 2026 in Review

Integrated Capital Management (Pennsylvania) increased its Fidelity MSCI Real Estate Index ETF (FREL) stake by 6.6% in Q2 2026, buying an estimated $59.8K and bringing the position to 33,324 shares worth $976K. The position accounts for 0.68% of the portfolio, ranked #20.

Integrated Capital Management (Pennsylvania) first reported a position in FREL in Q3 2025 and has held it in 4 quarters since. 81 funds tracked by Wall St. Rank hold FREL as of Q2 2026.

  • Integrated Capital Management (Pennsylvania) held 33,324 shares of Fidelity MSCI Real Estate Index ETF worth $976K as of Q2 2026.
  • Integrated Capital Management (Pennsylvania) bought 2,060 Fidelity MSCI Real Estate Index ETF shares in Q2 2026, an estimated $59.8K.
  • Fidelity MSCI Real Estate Index ETF made up 0.68% of Integrated Capital Management (Pennsylvania)'s portfolio in Q2 2026, its #20 holding.
  • Integrated Capital Management (Pennsylvania) first reported a position in Fidelity MSCI Real Estate Index ETF in Q3 2025 and has held it in 4 quarters since.
  • 81 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2026.

Based on Integrated Capital Management (Pennsylvania)'s 13F filing for Q2 2026, filed 7 Jul 2026.