PWA
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Physician Wealth Advisors’s iShares Select U.S. REIT ETF ICF Stock Holding History

Physician Wealth Advisors’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
Q1 		$176K Sell
2,845
-641
-18% -$40.2K 0.02% 207
2025
Q4 		$208K Buy
3,486
+44
+1% +$2.67K 0.03% 194
2025
Q3 		$212K Buy
3,442
+127
+4% +$7.76K 0.03% 189
2025
Q2 		$203K Buy
3,315
+15
+0.5% +$909 0.03% 183
2025
Q1 		$203K Sell
3,300
-51
-2% -$3.12K 0.04% 179
2024
Q4 		$202K Hold
3,351
– – 0.03% 181
2024
Q3 		$219K Hold
3,351
– – 0.04% 174
2024
Q2 		$202K Buy
+3,351
New +$186K 0.04% 176

Other funds holding ICF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.06B AUM 24.97% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return