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

Perfromance 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	$435K	Buy	+6,438	New	+$433K	0.01%	147

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

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

Perfromance Wealth Partners opened a new position in iShares Select U.S. REIT ETF (ICF) in Q2 2026: 6,438 shares worth $435K. The stake represents 0.01% of the portfolio and ranks #147 among its holdings.

369 funds tracked by Wall St. Rank hold ICF as of Q2 2026.

Perfromance Wealth Partners held 6,438 shares of iShares Select U.S. REIT ETF worth $435K as of Q2 2026.
iShares Select U.S. REIT ETF was a new Perfromance Wealth Partners position in Q2 2026.
iShares Select U.S. REIT ETF made up 0.01% of Perfromance Wealth Partners's portfolio in Q2 2026, its #147 holding.
369 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.