ORG Wealth Partners’s iShares Select U.S. REIT ETF ICF Stock Holding History

ORG Wealth Partners’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 Q3	$103K	Hold	1,636	–	–	0.02%	330
2026 Q2	$111K	Hold	1,636	–	–	0.02%	280
2026 Q1	$101K	Hold	1,636	–	–	0.02%	283
2025 Q4	$97.6K	Hold	1,636	–	–	0.02%	274
2025 Q3	$101K	Hold	1,636	–	–	0.02%	272
2025 Q2	$101K	Hold	1,636	–	–	0.02%	242
2025 Q1	$101K	Hold	1,636	–	–	0.03%	249
2024 Q4	$98.6K	Hold	1,636	–	–	0.03%	179
2024 Q3	$108K	Buy	+1,636	New	+$102K	0.04%	179

Other funds holding ICF

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

AMG National Trust Bank Greenwood Village, Colorado $4.91B AUM 13.93% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

IFG Advisors St. Louis, Missouri $730M AUM 19.37% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Brewster Financial Planning Brooklyn, New York $181M AUM 7.92% 1-Year Est. Return

ORG Wealth Partners's ICF Position: Q3 2026 in Review

ORG Wealth Partners held its iShares Select U.S. REIT ETF (ICF) position steady in Q3 2026 at 1,636 shares worth $103K. The position accounts for 0.02% of the portfolio, ranked #330.

ORG Wealth Partners first reported a position in ICF in Q3 2024 and has held it in 9 quarters since. The position peaked at $111K in Q2 2026. 209 funds tracked by Wall St. Rank hold ICF as of Q3 2026.

ORG Wealth Partners held 1,636 shares of iShares Select U.S. REIT ETF worth $103K as of Q3 2026.
ORG Wealth Partners left its iShares Select U.S. REIT ETF share count unchanged in Q3 2026.
iShares Select U.S. REIT ETF made up 0.02% of ORG Wealth Partners's portfolio in Q3 2026, its #330 holding.
ORG Wealth Partners first reported a position in iShares Select U.S. REIT ETF in Q3 2024 and has held it in 9 quarters since.
ORG Wealth Partners's iShares Select U.S. REIT ETF position peaked at $111K in Q2 2026.
209 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q3 2026.

Based on ORG Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.