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 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

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

ORG Wealth Partners's ICF Position: Q2 2026 in Review

ORG Wealth Partners held its iShares Select U.S. REIT ETF (ICF) position steady in Q2 2026 at 1,636 shares worth $111K. The position accounts for 0.02% of the portfolio, ranked #280.

ORG Wealth Partners first reported a position in ICF in Q3 2024 and has held it in 8 quarters since. 371 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

ORG Wealth Partners held 1,636 shares of iShares Select U.S. REIT ETF worth $111K as of Q2 2026.
ORG Wealth Partners left its iShares Select U.S. REIT ETF share count unchanged in Q2 2026.
iShares Select U.S. REIT ETF made up 0.02% of ORG Wealth Partners's portfolio in Q2 2026, its #280 holding.
ORG Wealth Partners first reported a position in iShares Select U.S. REIT ETF in Q3 2024 and has held it in 8 quarters since.
371 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.