Merit Financial Group’s iShares Select U.S. REIT ETF ICF Stock Holding History

Merit Financial 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	$243K	Buy	3,594 +279	+8%	+$18.7K	﹤0.01%	1966
2026 Q1	$205K	Buy	+3,315	New	+$208K	﹤0.01%	1911
2025 Q4	–	Sell	-74,886	Closed	-$4.61M	–	1987
2025 Q3	$4.61M	Sell	74,886 -29,058	-28%	-$1.78M	0.04%	330
2025 Q2	$6.36M	Buy	103,944 +100,502	+2,920%	+$6.09M	0.07%	217
2025 Q1	$212K	Buy	3,442 +36	+1%	+$2.2K	﹤0.01%	1271
2024 Q4	$205K	Sell	3,406 -488	-13%	-$31.1K	﹤0.01%	1091
2024 Q3	$257K	Sell	3,894 -88	-2%	-$5.5K	0.01%	712
2024 Q2	$228K	Buy	3,982 +3	+0.1%	+$166	0.01%	823
2024 Q1	$217K	Sell	3,979 -299	-7%	-$17.1K	0.01%	798
2023 Q4	$251K	Sell	4,278 -696	-14%	-$36.8K	0.01%	667
2023 Q3	$250K	Buy	4,974 +149	+3%	+$8.14K	0.01%	638
2023 Q2	$268K	Buy	+4,825	New	+$263K	0.01%	625

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 29.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Merit Financial Group's ICF Position: Q2 2026 in Review

Merit Financial Group increased its iShares Select U.S. REIT ETF (ICF) stake by 8.4% in Q2 2026, buying an estimated $18.7K and bringing the position to 3,594 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #1966.

Merit Financial Group first reported a position in ICF in Q2 2023 and has held it in 12 quarters since. The position peaked at $6.36M in Q2 2025. 369 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

Merit Financial Group held 3,594 shares of iShares Select U.S. REIT ETF worth $243K as of Q2 2026.
Merit Financial Group bought 279 iShares Select U.S. REIT ETF shares in Q2 2026, an estimated $18.7K.
iShares Select U.S. REIT ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1966 holding.
Merit Financial Group first reported a position in iShares Select U.S. REIT ETF in Q2 2023 and has held it in 12 quarters since.
Merit Financial Group's iShares Select U.S. REIT ETF position peaked at $6.36M in Q2 2025.
369 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.