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

Opulen 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	$296K	Buy	4,384 +16	+0.4%	+$1.07K	0.19%	91
2026 Q1	$270K	Sell	4,368 -703	-14%	-$44.1K	0.19%	89
2025 Q4	$303K	Sell	5,071 -167	-3%	-$10.1K	0.22%	83
2025 Q3	$323K	Buy	5,238 +140	+3%	+$8.56K	0.24%	77
2025 Q2	$312K	Buy	5,098 +13	+0.3%	+$788	0.26%	77
2025 Q1	$313K	Buy	5,085 +8	+0.2%	+$489	0.28%	69
2024 Q4	$306K	Buy	+5,077	New	+$324K	0.28%	69

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 29.18% 1-Year Est. Return

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

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

Opulen Financial Group increased its iShares Select U.S. REIT ETF (ICF) stake by 0.37% in Q2 2026, buying an estimated $1.07K and bringing the position to 4,384 shares worth $296K. The position accounts for 0.19% of the portfolio, ranked #91.

Opulen Financial Group first reported a position in ICF in Q4 2024 and has held it in 7 quarters since. The position peaked at $323K in Q3 2025. 371 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

Opulen Financial Group held 4,384 shares of iShares Select U.S. REIT ETF worth $296K as of Q2 2026.
Opulen Financial Group bought 16 iShares Select U.S. REIT ETF shares in Q2 2026, an estimated $1.07K.
iShares Select U.S. REIT ETF made up 0.19% of Opulen Financial Group's portfolio in Q2 2026, its #91 holding.
Opulen Financial Group first reported a position in iShares Select U.S. REIT ETF in Q4 2024 and has held it in 7 quarters since.
Opulen Financial Group's iShares Select U.S. REIT ETF position peaked at $323K in Q3 2025.
371 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on Opulen Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.