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Pinnacle Family Advisors’s iShares Select U.S. REIT ETF ICF Stock Holding History

Pinnacle Family 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
2025
Q2 		– Sell
-47,188
Closed -$2.9M – 128
2025
Q1 		$2.9M Sell
47,188
-409
-0.9% -$25K 1.58% 19
2024
Q4 		$2.87M Buy
47,597
+2,302
+5% +$147K 1.39% 21
2024
Q3 		$2.99M Buy
+45,295
New +$2.83M 1.55% 19

Other funds holding ICF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $8.07B AUM 24.97% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B 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

Pinnacle Family Advisors's ICF Position: Q2 2025 in Review

Pinnacle Family Advisors sold out of iShares Select U.S. REIT ETF (ICF) in Q2 2025, closing a stake of 47,188 shares — an estimated $2.9M sold.

Pinnacle Family Advisors first reported a position in ICF in Q3 2024 and held it in 3 quarters. The position peaked at $2.99M in Q3 2024. 348 funds tracked by Wall St. Rank hold ICF as of Q2 2025.

  • Pinnacle Family Advisors reported no remaining iShares Select U.S. REIT ETF position as of Q2 2025 after selling out during the quarter.
  • Pinnacle Family Advisors sold 47,188 iShares Select U.S. REIT ETF shares in Q2 2025, an estimated $2.9M.
  • Pinnacle Family Advisors first reported a position in iShares Select U.S. REIT ETF in Q3 2024 and held it in 3 quarters.
  • Pinnacle Family Advisors's iShares Select U.S. REIT ETF position peaked at $2.99M in Q3 2024.
  • 348 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2025.

Based on Pinnacle Family Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.