PWMG
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Private Wealth Management Group’s iShares Select U.S. REIT ETF ICF Stock Holding History

Private Wealth Management Group’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 		$172K Hold
2,775
– – 0.05% 91
2025
Q4 		$166K Hold
2,775
– – 0.04% 93
2025
Q3 		$171K Hold
2,775
– – 0.05% 93
2025
Q2 		$170K Hold
2,775
– – 0.06% 88
2025
Q1 		$171K Hold
2,775
– – 0.06% 86
2024
Q4 		$167K Hold
2,775
– – 0.06% 86
2024
Q3 		$183K Buy
2,775
+1,100
+66% +$68.7K 0.07% 78
2024
Q2 		$96K Hold
1,675
– – 0.04% 107
2024
Q1 		$96.7K Hold
1,675
– – 0.04% 101
2023
Q4 		$98.4K Buy
+1,675
New +$88.5K 0.05% 100

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